Four ways for advisors to grow their businesses this year GlobeInvestor
Serving retirees and their range of specific needs can be a great strategy for 2020 as Canada’s population continues to age.For many financial advisors, the start of a new year offers an opportunity to re-evaluate their goals and develop strategies to strengthen relationships with clients and improve their practices.
“We encourage advisors to start the year with the client feedback process because it will uncover literally hundreds of conversations that they can have over the course of the year,” she says. For example, OneNote allows him to pull up notes from past client meetings while Podio enables him to visually depict the steps clients have taken toward a goal, making large concepts feel much more concrete.
Billing clients for a percentage of their investment asset – the dominant fee structure in the industry – puts advisors at a disadvantage during periods of market turmoil.
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