Stepping Back:
A Fresh Look at Advisory Solutions
in the Canadian Marketplace
May 17, 2012 | Toronto, Ontario
Topics covered:
- How and why leading firms make the quality of the client experience the key delivery model driver
- What advice-oriented clients are really seeking from advisor relationships
- Why it’s not about the gimmicks: Platform enhancements that become client magnets.
This year’s conference explored how the most successful financial organizations, their advisors and those who support them work to ensure the client experience remains the driving focus of their delivery models and platform enhancements.
Amid the advances in technology, sophisticated investment products, and the growing focus on fee-based wealth management solutions, it is easy to lose sight of one of our industry’s most important principles: letting the end-client—the investor—lead the way.
Presentations
Hugh MacFarlane - Advisory Solutions: A Fresh Market Perspective (725.0 KiB)
Only members can have access to this file, if you are a member please login. If you don't have a user id and password, please email Elizabeth Bontrager ([email protected]) Lubo Li - The Client Leads the Way (1.7 MiB)
Only members can have access to this file, if you are a member please login. If you don't have a user id and password, please email Elizabeth Bontrager ([email protected]) Mark Barnicutt - Family Office Perspective: The Client Experience (1.6 MiB)
Only members can have access to this file, if you are a member please login. If you don't have a user id and password, please email Elizabeth Bontrager ([email protected]) Neil Matheson - Portfolio Construction & Research: Meeting Client Demands (399.9 KiB)
Only members can have access to this file, if you are a member please login. If you don't have a user id and password, please email Elizabeth Bontrager ([email protected])
