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.
Presentations
Some of the presentations below have accompanying notes. To view the notes, select the PDF or select the PPT and then “Save” to download the file to your computer and open it with PowerPoint. If you select PPT and “Open”, the presentation will play in slideshow mode. Clicking on the slide with your mouse will advance the slides with animation.
Client Discovery (CD)
This presentation will provide you with a number of innovative ways to uncover the critical client details that standard fact finding discovery processes inevitably miss.
PPT | PDF
| CE Quiz
A chart that you can use to help clients identify what issues and needs their family may face in the future and to help you discuss how your services can be utilized to support their wealth planning needs.
PDF
My life Events Worksheet (CD)
A worksheet that you can use with your clients to determine the probability and impact of the life events that apply to them.
PDF
Strategy Implementation Plan (CD)
A worksheet that you can use to develop a plan of action to incorporate any new initiative into your practice. It will help you to detail all of the necessary steps to succeed.
PDF
Wealth Planning for LIFE (CD)
A chart that you can use to help you explain to clients what a holistic wealth plan looks like and how your services can be utilized to support their planning needs - now and in the future.
PDF
