Tyler is a strategic account manager in the Canadian market. A graduate of McMaster University, Tyler has spent his 17 years helping businesses find the best technology solutions for their workflows, employees, and clients.
In financial services, examining empirical statistics is the crux of major decision-making. With the first quarter coming to a close, here are three key statistics that will be paramount to advisors as they fine-tune their strategy for the remainder of the year.
As an advisor, it is easy to make the connection that the more communication you have with your client, the more top of mind you remain with the client and the more likely you will uncover opportunities to help your client with their financial needs.
I was reminded this past weekend of the importance of empathy and emotion in the broad milieu that is client experience.