Tag Archives: Investment Advisors

IIAC Develops CRM2 Webinar for Member Firms (IIAC Blog)

IIAC Develops CRM2 Webinar for Member Firms (IIAC Blog)

As some clients are set to receive their first CRM2 fee and performance reports from IIAC member firms in January 2017, the IIAC has developed a webinar for advisors titled “Meet the Challenge. Capture the Opportunity”. This webinar provides practical tips to assist advisors in explaining the details and complexities of CRM2 to their clients. A vigorous response to client queries will allay concerns and boost confidence.

This webinar features a CRM2 expert and includes topics such as: helping clients understand their new reports; anticipating and addressing client questions on fees and performance; and tips on … Continue reading

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Spreading the (good) word…

Spreading the (good) word…

The Globe and Mail’s Rob Carrick is asking his Facebook followers to “spread the word about a financial industry person who has done good work for you – investment adviser, financial planner, broker, banker, mortgage broker, accountant or insurance person”.

Although this isn’t exclusively about the investment industry, it still makes for an interesting read and provides further evidence that clients of IIAC member firms are well served!

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