Impact of CRM Phase 2

The Client Relationship Model (Phase 2), “CRM2”, will drive radical changes to the Canadian financial advisory industry.

On July 15th, 2016, investment advisors and firms will be required to disclose an annual report of charges, compensation, and performance reports.

When these figures are brought to the surface, there will be great outrage with the current system. The exposure of how greatly these financial advisors are compensated for basic instructional sales tactics, which alternatively can be completed by simple research and online execution, has an industry on the cusp of revolution.

Learn more in this video!

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