This website is published by CI Investments Inc. It is provided as a general source of information and should not be considered personal investment advice or an offer or solicitation to buy or sell securities.
Ce site Internet est publié par Placements CI. Il est fourni à titre d’information générale et ne devrait pas être considéré comme un conseil de placement personnel ou une offre ou sollicitation à acheter ou vendre des titres.
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Developing deeper and more productive relationships with clients is an essential skill for all financial advisors.
In this section, you will find strategies and tools to develop a richer understanding of your client's world and build a stronger connection with them. These strategies will enhance your ability to provide customized advice to maximize client satisfaction and help differentiate you from the competition.
Client education is an effective way for you to provide additional support to your clients. The presentations and tools in this section will help you educate your clients to manage their emotional reactions to the markets, avoid common investment mistakes and be better prepared for their eventual retirement.
Please Note: The advisor versions of the following presentations can be found on the Financial Leadership or Resource page.
