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….
The best and easiest way to improve your investment portfolio performance is to get a financial professional to guide you. The value of advice increases over time
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.
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.
It’s time to get professional advice – by guest blogger Anne Leroux The time when retirement planning was straightly mapped … More