HOW’S YOUR CLIENT COMMUNICATION? advisor.ca
Dec 05, 2016
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.