Tag Archives: Investment Executive

CRM2: Cracking the Code

CRM2: Cracking the Code

Earlier this week, the IIAC co-sponsored an Investment Executive breakfast seminar entitled CRM2: Cracking the Code.

The standing-room only event, held at Modus Ristorante in Toronto, featured guest speakers – including IIAC managing director Barb Amsden – who covered CRM2 from the perspective of investors, advisors and compliance officers, and looked at technology, communications, preparation and other support opportunities, with a focus on the 2015 sleeper issues that advisors need to understand.

Presentation materials will be available shortly.  (Please note you must be signed in to the IIAC’s members-only site to access the materials).

For more … Continue reading

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For HNWI, the future is digital

For HNWI, the future is digital

Investment Executive’s Clare O’Hara dug into a report issued yesterday by Capgemini and RBC Wealth Management and uncovered several interesting details on the future of the wealth management relationship from a digital perspective.

Clare reports:

Almost two-thirds of the world’s high net-worth individuals (HNWI) expect to manage most or all of their wealth relationship digitally in the next five years and would consider leaving their current financial services firms if a digital platform is not provided.

The information, released Wednesday in the 18th annual World Wealth Report, a joint venture between CapGemini Financial Services and Royal Bank of Canada’s (RBC) … Continue reading

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Investment Executive: Making the most of LinkedIn

Investment Executive: Making the most of LinkedIn

Courtesy of Investment Executive, be sure to check out these great tips on how to maximize your LinkedIn profile.  In part one, using LinkedIn as a prospecting tool. In part two, getting the most from endorsements. In part three, elements of an effective LinkedIn profile. In parts four and five, learn about team pages. In part six, learn how to use group discussion pages.

You can find these tips – and more – here.

 

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