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Sales Growth for Advisors
KYP in Action: Tips and Tools to Build Client Value
Discover actionable strategies and best practices to enhance your KYP process, empowering you to provide tailored, informed advice that truly serves your clients' best interests.Watch Video -
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
