Forum

Wealth Professional forum is the place for positive industry interaction and welcomes your professional and informed opinion.

Notify me of new replies via email
Wealth Professional | 12 Nov 2015, 08:15 AM Agree 0
A Saskatchewan fee-only advisor suggests there are situations where recommending back-end funds to clients is warranted but before doing so it’s important advisors take a certain precaution
  • Ken MacCoy, CHS | 12 Nov 2015, 01:37 PM Agree 0
    Good advice.

    I protect myself against a 'bad memory' by providing my clients with everything in writing; most often by email with a 'return receipt'. - Can't tell you how many times in the insurance business in 39 years I've had to resend or show a client an email & a return receipt to jog their memory. There is even more reason to do so with investments.
Post a reply