Advisors, can you communicate your fee-worthy value to clients?
Our eLearning scenarios will help you have comfortable, confident conversations with your clients about fees, performance and your value.
We know how investors react to their CRM2 reports
We understand what advisors need
Our tools and training help advisors communicate their value and have comfortable conversations with their clients.
Get to know us
We are a driven team of financial industry professionals that bring a unique perspective to CRM2. We know that many investors will be shocked by the new fee and performance information and may start shopping around. Our goal is simple: to help advisors confidently express their fee-worthy value and build trust with their investors.
Meet our Management Team
Susan is Canada’s CRM2 thought leader. While at the Ontario Securities Commission, she championed the launch of CRM2 and introduced Fund Facts for mutual funds. Susan's focus on investor-friendly communication makes compliance practical for firms and understandable for clients.
Follow Susan on LinkedIn.
Brent is an accomplished personalized communications expert with extensive financial industry expertise. Central to all his enterprise communications initiatives is a client-centric mindset, whether the project is about achieving compliance, saving money, or generating revenue.
Or all three.
Follow Brent on LinkedIn.
Dave is a leading authority on information design and personalized financial communications. As president of Blue ID, Dave’s strategic communications initiatives span banks, credit unions, insurance companies and wealth management firms in Canada and the US.
Follow Dave on LinkedIn.