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

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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….