CRM2 and Investment Advisors: Meet the Challenge. Capture the Opportunity.
The IIAC has developed a webinar to help advisors use CRM2 to strengthen their relationships with clients through confident and comfortable conversations.
Watch CRM2 expert Susan Silma, co-founder of CRM2 Navigator, as she outlines the opportunities advisors are presented with by the new fee and performance reports some clients will begin receiving in January, 2017.
The webinar is eligible for 1hr of CE credits and can be viewed in its entirety or in individual modules. Those who opt to view the modules must view all 10 to be eligible for CE credits. The credits will be sent, via email, once approval has been received.
View the complete webinar (Webcast ID = 33151)
Module 1: CRM2: What is it all about? (Webcast ID = 33151A)
Module 2: How am I doing? (Webcast ID = 33151B)
Module 3: Connecting performance to goals (Webcast ID = 33151C)
Module 4: Investor questions about performance (Webcast ID = 33151D)
Module 5: Understanding money-weighted rates of return (Webcast ID = 33151E)
Module 6: What is it costing me? (Webcast ID = 33151F)
Module 7: Investor questions about fees (Webcast ID = 33151G)
Module 8: Connecting fees to value (Webcast ID = 33151H)
Module 9: From disclosure to conversation (Webcast ID = 33151I)
Module 10: Best practices (Webcast ID = 33151J)
If you have any questions, please contact Adrian Walrath at firstname.lastname@example.org.
CRM2: Changing the way advisors and dealers do business
Get the most up to date information and guidance on implementing the Client Relationship Model (CRM2), including practical tips, key deadlines and managing the client relationship.
The three-year, staged implementation of the second phase of the CRM2 will be complete by 2017. However, many of the most important changes lie ahead, including providing new reports for clients on the cost and performance of their investments — in dollars and cents.
Listen to experts Adrian Walrath, Assistant Director, Policy, the Investment Industry Association of Canada, and Susan Silma, Principal with consulting firm CRM2 Navigator and formerly with the Ontario Securities Commission, on the key challenges and tasks that lie ahead for firms that must comply with CRM2.