Client Communications

Client Communications

Brighten your presentations with infographics

August 26, 2016 Beatrice Paez
Brighten your presentations with infographics
Client Communications

Setting client expectations

August 4, 2016 Beatrice Paez
Client Communications

Maintaining trust

July 21, 2016 Beatrice Paez
Client Communications

Make discovery an ongoing process

June 6, 2016 Dwarka Lakhan
Advice needed on retirement income strategies, report finds
Client Communications

When should you fire a client?

May 26, 2016 Dwarka Lakhan
Client Communications

Helping clients understand risk

May 6, 2016 Dwarka Lakhan
Advice needed on retirement income strategies, report finds
Client Communications

Dealing with clients of various cultures

May 5, 2016 Dwarka Lakhan
Client Communications

Communicating across the generations

April 25, 2016 Dwarka Lakhan
Demographic changes are impacting the retirement landscape
Client Communications

The power of open-ended questions

April 20, 2016 Dwarka Lakhan
Client Communications

Engaging clients on their terms

April 8, 2016 Dwarka Lakhan
Are women really risk-averse?
Client Communications

Secrets of “soft” skills

April 6, 2016 Dwarka Lakhan
OSC reviews RESP providers
Client Communications

Make your communications client-centric

March 17, 2016 Dwarka Lakhan