This is a question that many people ask: why does the stock market tend to grow in value in the … More
Tag: Financial Software
DCA Example
Going back to the example in the Dollar Cost Averaging post: For example, Greg is a new investor with $1000 … More
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
Monitoring Your Performance
Why are you investing? What are your goals? Any person investing or looking into investing should have these goals in … More
Dollar Cost Averaging: A Breakdown
Dollar Cost Averaging (DCA) is an investment strategy designed to reduce investment risk due to price volatility by putting money … More
New regulation is here and one software provider believes it can help you restore client confidence:
New CRM2 regulations are here. Made in Canada, CRM2plus software can help you restore client confidence. CRM2 performance reporting is made easy. Graphs and charts give you tangible and demonstrable proof of your value as a financial professional…
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?
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….
The Value of Financial Advice
The best and easiest way to improve your investment portfolio performance is to get a financial professional to guide you. The value of advice increases over time
CRM2Plus blog 