Video: Where is the money in motion and what's at risk?

Many clients have received their CRM2 Reports by now. Even if advisors haven't had a lot of negative feedback from clients, does that mean there's no cause for concern or is it too soon to tell? 
 
In this video, Susan Silma and Brent Klassen discuss the impact of CRM2 reporting, client expectations, and potential pitfalls. They provide tips for how advisors can reinforce the value they provide and minimize the risk of money in motion.