Why? Because advisors have a great opportunity to talk to clients about the enhanced reporting of portfolio performance and the fees they pay.
Transparent and clear conversations with clients have always been critical for sustaining strong relationships, and there’s no better time than RRSP season to show clients the value of advice.
Mackenzie has created tools and resources to help advisors communicate effectively with clients.
Give clients a clear picture of the true value of advice – log into the Mackenzie Advisor Toolkit.
FOR ADVISOR USE ONLY. No portion of this communication may be reproduced or distributed to the public as it does not comply with investor sales communication rules. Mackenzie disclaims any responsibility for any advisor sharing this with investor. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.