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The Matchmaker: Finding Suitability through KYC & KYP

Cora Pettipas, CFPBy Cora Pettipas, CFP, Canada

A client meeting is like a traditional dance, there are mechanical steps you have to memorize and practice to the point where you can make it look graceful and easy. Within this dance, an Advisor plays matchmaker, paring clients and the best possible investment solutions to meet the client’s investment goals.

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Proper Communication About Planning for Unexpected Events

By Martin Iglesias, CFP

I’m better off now than I was before in some ways. In the past when I wanted to read a book published in the American market, I had to go to an American site, purchase it and wait a few weeks until I received it in my apartment, in Sao Paulo. Now it’s different, with my new e-reader, I can have a book that would take weeks to have in just a few seconds.

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Building Consumer Trust Through Better Communication

By Simon Hassan, CFP

More than almost anything, a financial planner needs to be trusted by clients, referral sources and prospects. Trust comes from who you are and what you do: you need to be competent, confident, honest, and place the interests of clients first (avoiding or at the very least, clearly disclosing any conflicts of interests).

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