Communication – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Mon, 06 Jun 2022 18:34:22 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Communication – Advisor's Edge https://phoenix.advisor.ca 32 32 Coaching clients through a volatile market https://phoenix.advisor.ca/my-practice/conversations/coaching-clients-through-a-bear-market/ Mon, 06 Jun 2022 17:11:14 +0000 https://www.advisor.ca/?p=210278 Active listening and putting returns in historical context can be effective communication strategies

The post Coaching clients through a volatile market appeared first on Advisor's Edge.

]]> Total cost reporting is coming https://phoenix.advisor.ca/magazine-archives_/advisors-edge_/total-cost-reporting-is-coming/ Mon, 14 Mar 2022 14:00:43 +0000 https://www.advisor.ca/?p=206455 Five years into CRM2, the cracks are showing

The post Total cost reporting is coming appeared first on Advisor's Edge.

]]> When client communication may not be from your client https://phoenix.advisor.ca/magazine-archives_/advisors-edge_/when-client-communication-may-not-be-from-your-client/ Tue, 02 Nov 2021 16:30:53 +0000 https://www.advisor.ca/?p=201731 Advisors share how they respond to unusual email

The post When client communication may not be from your client appeared first on Advisor's Edge.

]]> What was the biggest lesson you learned during the pandemic? https://phoenix.advisor.ca/my-practice/conversations/what-was-the-biggest-lesson-you-learned-during-the-pandemic/ Mon, 04 Oct 2021 20:30:34 +0000 https://www.advisor.ca/?p=200034 We asked three advisors

The post What was the biggest lesson you learned during the pandemic? appeared first on Advisor's Edge.

]]> Racial justice, one year later https://phoenix.advisor.ca/my-practice/conversations/racial-justice-one-year-later/ Tue, 11 May 2021 13:30:16 +0000 https://www.advisor.ca/?p=194700 Editorial: Financial firms still have work to do in acknowledging their role in systemic racism

The post Racial justice, one year later appeared first on Advisor's Edge.

]]> Investment insights for a telecom sector in flux https://phoenix.advisor.ca/investments/market-insights/investment-insights-for-a-telecom-sector-in-flux/ Wed, 28 Apr 2021 20:30:59 +0000 https://www.advisor.ca/?p=194309 A CRTC ruling and a merger of heavyweights leaves investors with much to ponder

The post Investment insights for a telecom sector in flux appeared first on Advisor's Edge.

]]> Design thinking for advisors https://phoenix.advisor.ca/my-practice/conversations/design-thinking-for-advisors/ Fri, 30 Oct 2020 13:00:52 +0000 https://www.advisor.ca/?p=187306 Too often, financial planning is viewed only as a math problem

The post Design thinking for advisors appeared first on Advisor's Edge.

]]> Managing relationships with business owners during the pandemic https://phoenix.advisor.ca/my-practice/conversations/managing-relationships-with-business-owners-during-the-pandemic/ Thu, 30 Jul 2020 18:30:08 +0000 https://www.advisor.ca/?p=183428 Tips for building emotional intelligence

The post Managing relationships with business owners during the pandemic appeared first on Advisor's Edge.

]]> Clients expect new communication methods to persist post-pandemic https://phoenix.advisor.ca/my-practice/conversations/clients-expect-new-communication-methods-to-persist-post-pandemic/ Wed, 29 Jul 2020 15:21:44 +0000 https://www.advisor.ca/?p=183570 You can also boost your services through customization and family referrals, a survey finds

The post Clients expect new communication methods to persist post-pandemic appeared first on Advisor's Edge.

]]> Finding ways to serve the mass market https://phoenix.advisor.ca/news/industry-news/finding-ways-to-serve-the-mass-market/ Fri, 12 Jun 2020 13:00:48 +0000 https://www.advisor.ca/?p=181348 With regulatory changes and fee compression, advisors must get creative to profitably serve clients with fewer assets

The post Finding ways to serve the mass market appeared first on Advisor's Edge.

]]>