Top 3 things for Advisors to do before CRM2 statements go out in Jan 2017


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In this video, Susan Silma, co-founder, CRM2 Navigator, recommends three things that advisors should do before the new CRM2 statements go out to clients in 2017. She spoke at the recent CRM2 Breakfast Seminar, third edition at the Arcadian Court in Toronto.

Here are 3 key things advisors can do to prepare for client reactions to their CRM2 Fee and Performance Reports:

  1. Understand client reactions to CRM2 Reports – request a CRM2 Navigator Money in Motion Assessment.
  2. Identify at-risk clients – prioritize who to contact first.
  3. Start the conversations now – prepare to have comfortable, confident conversations with clients about fees, performance and your value as their advisor.