CRM Tools and Tips
These materials will help advisors build their knowledge and talk to their clients about the changes arising from CRM2. Many of these items were developed through wide collaboration with industry members and consultation with other stakeholders.
The list includes issues of IFIC’s advisor-focussed information bulletin, Advisor Insights. The material in Advisor Insights uses plain language to make it easier for your clients to understand their new reports and to ask meaningful questions.