Client Experience

As Financial Advisors, we're the guardians of financial well-being.

“All work is theater. Every business is a stage. The services, the products, doesn’t matter what business you’re in. They’re just props. What you want to do is be an event. Something they look forward to. And when it’s on, it’s on. And when it’s over, we talk about it.” - Dennis Moseley-Williams

Standing out from the crowd isn't actually about attention but about creating longevity and trust. Read more to find out!

Learn why communication - proper and effective - is key to every client relationship

Learn about the 4 Disciplines of Execution with Chris McChesney!

Kick off 2023 with Ryan Estis, as he discusses everything from elevating client experience, adapting to work and gearing up for 2023.

Are you positioned well to continue to serve clients in the next phase of their lives? Grow your business by shifting your focus to a growing market segment in Canada – the retirement income market.

What conversations should advisors be having with clients to help them manage through the current volatile markets? IPC Advisor, Dan Nolan discusses getting to the root of a client's fears, and if done right, how an advisor can lock in client relationships for life.

In this interview, Counsel’s VP of Portfolio Strategy Paul Punzo discusses recent market volatility and how client portfolios are being positioned for the markets ahead.