Demonstrating value, providing clients with tangibles, being able to answer their questions, HOW to do this efficiently?
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
Most investors have questions such as: How much have you invested in total? How much have you made in total? How does your portfolio performance compare to the TSX or other investing alternatives? Will you be able to reach your investment and retirement goals?
Introducing software to help you understand your financial health and answer these questions: CRM2plus.com