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HOW’S YOUR CLIENT COMMUNICATION? advisor.ca

FinalytixIndustry News HOW’S YOUR CLIENT COMMUNICATION? advisor.ca

HOW’S YOUR CLIENT COMMUNICATION? advisor.ca

Part 1: DIY activities

HOW’S YOUR CLIENT COMMUNICATION?

CRM2 has become five times more threatening in the last year, but clients are also complaining less about fees. So finds our Investor Insights* research, which looked into how regulatory reforms and fee transparency have both challenged you and made you a better advisor.

Speaking of threats, the last time we asked about them, none of you uttered the phrase “robo-advisor.” How things have changed. The proportion of folks who said that technology was the greatest threat to the industry has more than doubled since 2015.

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