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 articulating value.
We encourage you to distribute the webinar to your firm’s advisors. The webinar is eligible for 1hr of CE credits (pending IIROC approval). It can be viewed in its entirety or in individual modules and can be linked to here.