Planning and Advice

Live from the Customer Experience Strategies Summit

Assistant editor Katie Keir is reporting live from the CX Customer Experience Strategies Summit in Toronto to help you better serve clients.

By Staff |November 13, 2012

2 min read

New twists on client appreciation events

Annual client appreciation events can build relationships and lead to new referrals. But wining and dining alone won’t cut it.

By Mitchell Cohen |November 13, 2012

4 min read

Talk to clients about risk

We asked a few seasoned advisors about the most effective ways they know to explain risk, and how they know when clients understand it.

By Leigh Doyle |November 13, 2012

4 min read

3 steps to calming clients

You can’t blame clients for being scared. The last 12 years haven’t been fun.

By Robert Abboud |November 13, 2012

2 min read