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…


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….