Warren Buffett – The 90/10 Portfolio The 90/10 Portfolio is a portfolio that is designed by the expert investor Warren … More
Tag: financial reporting
Counterfactuals: Demonstrating the Value of Your Advice
It may be the case that one of your clients saved a significant amount of money by listening to your … More
10 Things You Should Know About The CRM2plus Software
Demonstrating value, providing clients with tangibles, being able to answer their questions, HOW to do this efficiently?
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….
Time Management and the New Financial Advisor
Valentine’s Day and I’m certain you are working late. Managing time is impossible with the mass of tasks that need to be done. The right tools can help.
How can prepping client meetings be made more efficient?
Preparing for client meetings is time consuming. Generating the graphs, creating pictorials and tangilbles so that your high net worth clients can appreciate their performance…. is a lot of work. Software has been created to solve this: CRM2plus is some of the best software available for the Canadian market.
Resolutions for 2017 – Finance
Investing is like dieting. No one really wants to get on that scale and see the actual numbers. This year, take charge of your financial future. Take an interest in the details. Its not too hard to figure out if you have the right tools….
Just in time for RRSP season, new software to put you in charge of your finances:
Most investors have questions such as: How much have you invested in total? How much have you made in total? How does your portfolio performance compare to the TSX or other investing alternatives? Will you be able to reach your investment and retirement goals?
Introducing software to help you understand your financial health and answer these questions: CRM2plus.com
It’s Time to Get Professional Advice
It’s time to get professional advice – by guest blogger Anne Leroux The time when retirement planning was straightly mapped … More
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
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