3 practical tips for managing clients during a crisis

The practice management article – targeted to Canadian financial advisors – focused on how to adapt to the realities of COVID-19. The story was crafted to help advisors better communicate to high-net-worth investors in the current volatile environment, providing practical tips and tools. The content appeared in the May 2020 issue of the Insights eNewsletter, a monthly, bilingual publication dedicated to enhancing the BMO brand, and developing “value-added” thought leadership that builds wholesaler profiles, relationships and credibility.