Our resources

Filter by:

Industry Insurance Investment
Financial Needs Analysis Advisor Marketing Advisor Productivity Asset Allocation and Wealth Analysis Corporate News Practice Management Relationship Management Sales Growth for Advisors All Topics
Type Article Research Video Press Release Webinar Case Study eBook Interview Product Webinar Workbook
Author Charles Pedneault François Levasseur Jean Sabbagh Jonathan Georges

• 

  Financial Needs Analysis

  How Digital Solutions Help Canadian Advisors Meet CFR and KYP Requirements Efficiently

  To streamline Client Focused Reform (CFR) compliance, advisors should use digital tools for data collection and fund comparison, enabling them to focus on assisting clients.

  Read Article