Demonstrating value, providing clients with tangibles, being able to answer their questions, HOW to do this efficiently?
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….
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.
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….
Attention portfolio managers: there are tools that allow you to show clients graphically, what has been invested over time, market value, and performance. There are tools that require much less of your time than Excel, or your legacy system, and provide better results.
One such software tool, CRM2plus, satisfies and goes several steps beyond recent CRM2 regulations regarding performance, allowing you to demonstrate the value of your advice.
This infographic, courtesy of Mackenzie Investments, depicts an excellent summary of the CRM2 rules, from what’s already been implemented, to … More
There’s a lot of information swirling around with respect to the implementation of CRM2 – the good, the bad and … More
On June 14, 2012, the Canadian Securities Administrators (CSA) published for comment a second version of amendments to National Instrument … More
If you’re a CFP, you’ll benefit from our groundbreaking portfolio analysis software, CRM2Plus – http://crm2plus.com/ And, we’ll teach you how to … More
CRM 2 is a new set of financial rules that has been implemented to ensure investors receive standardized information about the … More