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    End Your Year with a Meaningful Thank You

    The one “thank you” that feels the most sincere is the one that comes from you directly. When someone can hear you say “thank you” – just to them – it feels different. It feels personal. It feels authentic.

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    Topics: Business Growth, client services, Client Services, end of year marketing, thank you

    Aging Clients: How Financial Advisors Can Succeed in Difficult Conversations

    It’s a fact of life. None of us are getting any younger. Life marches on and cognitive disabilities can set in. Financial advisors can spot dementia if properly trained. In addition, they can stop their older clients from harming themselves financially – and from claiming the ...

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    Topics: aging clients, Client Services, cognitive decline, conversation, financial advisor, financial management

    The 2 Types of Investors that Robo-advisors Attract

    The fate of Robo-advisors remains in question, but their impact on the financial services industry is here to stay.

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    Topics: client services, Client Services, Robo-advisors, Technology, technology

    It’s All About the Clients – Or Is It?

    Of course it’s all about the clients. That’s why you have your own advisory firm – to better serve your clients. Now imagine a couple of scenarios that have happened or could happen to you.

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    Topics: advisor websites, Client Services, outsourcing, technology

    How to Create an Effective Support Request: The Perfect Ticket for the Perfect Remedy

    Creation is just as crucial as maintenance. Now that you have your website up and running, a congratulatory note is certainly applicable but don’t throw in the towel just yet. While your website is looking great, continuous refining, tweaking, and overall up-keep act as the ...

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    Topics: advisor websites, Client Services, help, How-To, How-to, support

    Add Value to Your Client Experience

    With phase two of the Canadian Securities Administrators' (CSA) and IIROC’s Client Relationship Model (CRM) rules looming for most advisors, now is a perfect time to consider what you can do to add value to your client experience. This year starting in July, Canadian firms will ...

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    Topics: client experience, client services, Client Services, financial advisors, General