Too often, financial planning is viewed only as a math problem
A pair of surveys examined how Canadians are faring financially during the pandemic
The firm partnered with the University of Toronto's Behavioural Economics in Action at Rotman in 2018
Most rated the advice they received positively, but a significant minority of clients weren't impressed
Your client's pandemic fears may be easing
The partnership will help the firms track advisors' interactions with clients
You can also boost your services through customization and family referrals, a survey finds
Digital tools could assist with retention
A report warns of a looming loyalty crisis and how to overcome it
Getting intentional about putting clients first