Monitoring Your Performance

Why are you investing? What are your goals? Any person investing or looking into investing should have these goals in … More

Timing the Market

If you had the ability to know for sure what’s going to happen in the future, you’d be a billionaire. … 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

Rebalancing

Rebalancing is the process of realigning the weightings of a portfolio of assets to maintain the original level of desired … 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?

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

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.