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 →