Ironshield Financial Planning Logo
FAMILY OWNED/CANADIAN MADE The Kaizen Financial Planning Process
Ironshield Financial Planning Logo
  • Home
  • About Us
    • About Ironshield
    • Our Process & Philosophy
    • Our Programs
    • Our Team
    • Testimonials
    • Frequently Asked Questions
  • Services
    • Offering
    • Comprehensive Programs
    • à la Carte Programs
    • Self Service
  • Media
    • Overview
    • Magazines
    • Newspapers
    • Press Releases
    • Radio
    • Seminars
    • Television
    • Online Media
    • Take 5 Wednesday
  • Blog
    • IFP Blog
    • Podcast
  • Careers
    • Join Our Corporate Team
    • Become A Branch Owner
    • Employment Opportunities
  • Contact

Four things advisors can do to keep clients happy

By: Sarah Barmak | BNN Advisor | Nov 2016

Read More, and see what Scott Plaskett says about how can advisors keep investors calm – and keep them as clients? Here are some ideas..

In every client relationship, there will be good days and bad. In a time of shaky markets, however, clients may start to get restless. It could be a portfolio not working out or a market downturn, but something makes the investor think twice about their advisor.

client-inc.

  • Overview
  • Magazines
  • Newspapers
  • Press Releases
  • Radio
  • Seminars
  • Television
  • Online Media
  • Take 5 Wednesday
    • 2019
      • January
      • February
      • March
      • April
      • May
      • June
      • July
      • August
      • September
      • October
      • November
      • December
    • 2020
      • January
      • February
      • March
      • April
      • May
      • June
      • July
      • August
      • September
      • October
      • November
      • December
    • 2021
      • January
      • February
      • March
      • April
      • May
      • June
      • July
      • August
      • September
      • October
      • November
      • December
    • 2022
      • January
      • February
      • March
      • April
      • May
      • June
      • July
      • August
      • September
      • October
      • November
      • December
    • 2023
      • January
      • February
      • March
      • April
      • May
      • June
      • July
      • August
      • September
      • October
      • November
      • December
    • 2024
      • January
      • February
      • March
      • April
      • May
      • June
      • July
      • August
      • September
      • October
      • November
      • December
    • 2025
      • January
      • February
      • March
      • April
#
  • Home
  • About Us
    • About Ironshield
    • Our Process & Philosophy
    • Our Programs
    • Our Team
    • Testimonials
    • Frequently Asked Questions
  • Services
    • Offering
    • Comprehensive Programs
    • à la Carte Programs
    • Self Service
  • Media
    • Overview
    • Magazines
    • Newspapers
    • Press Releases
    • Radio
    • Seminars
    • Television
    • Online Media
    • Take 5 Wednesday
  • Blog
    • IFP Blog
    • Podcast
  • Careers
    • Join Our Corporate Team
    • Become A Branch Owner
    • Employment Opportunities
  • Contact
Copyright IRONSHIELD Financial Planning Privacy Policy