THE 360 NEWSLETTER
We are pleased to inform you that a new investor-facing article has been made available on your Advisor Centre under the Marketing / Client Articles section:
We invite you to share this document with your clients and/or prospects, whether by email, upon an upcoming meeting or via your websites and social media sites.
If you have any questions or comments, please send an email to investia.marketing@investia.ca.
Also in this issue
- FHSA – Updated Client Article
- Investia Advisor Workgroups – Selected Candidates
- Investia Conferences in 2023 – Mark Your Calendars Now
- New Administrative Staff Workgroups
- Client Banking Information – Important Considerations
- Client Fee Dashboard
- Live Training Webinar on Objective Suitability – FAQ
- Geolocation and Segmentation Tools
- System Maintenance – Univeris and Advisor Centre Downtime
- Invalid or Missing Client Email Addresses – Representative Notification
- Risk Rating Changes – Desjardins Investments
- Invitation to a Live Training Webinar – nesto
- The Chronicles of our Cyber-Experts
- iA Clarington Video with Donny Moss
- What to Do if Your Client Is Declined, Rated or Postponed for Insurance (PPI)
- Monthly Market Snapshot – April 2023