Demonstrating value, providing clients with tangibles, being able to answer their questions, HOW to do this efficiently?
Tag: CRM2 Performance Reporting
Client Questions, Time Pressures, and CRM2
CRM2 has increased the workload for the FA and CFP. What can you, as a professional do? New tools have become available to save you time and help provide the tangibles that your clients need from you… CRM2plus.com
Working with the Average Investor
The average investor lacks the time to make sense of their financial reports. The biggest benefit of using a financial advisor is having a credible, well-educated individual to explain performance and help guide financial decisions. But this is time consuming.. There are tools, Made in Canada tools, to make your life as a CFP or FA easier….
CRM2 Reporting made Easy
CRM2 reporting requirements are coming. In the UK and Australia, where similar rules were adopted, the fallout was huge in … More
The Phases of CRM2 – An Infographic
This infographic, courtesy of Mackenzie Investments, depicts an excellent summary of the CRM2 rules, from what’s already been implemented, to … More
CRM2 – What You Need to Know
There’s a lot of information swirling around with respect to the implementation of CRM2 – the good, the bad and … More
CRM2 and IRR
On June 14, 2012, the Canadian Securities Administrators (CSA) published for comment a second version of amendments to National Instrument … More
Create Clarity for your Clients
If you’re a CFP, you’ll benefit from our groundbreaking portfolio analysis software, CRM2Plus – http://crm2plus.com/ And, we’ll teach you how to … More
CRM2 – A Brief Overview
CRM2 is a new set of financial rules that has been implemented to ensure investors receive standardized information about the cost … More
