Take the Lead on CRM2: Shift Focus | Mackenzie Investments

Take the Lead on CRM2

CRM2 is introducing fundamental changes that will impact your business and relationship with your clients. Larry Distillio, Assistant Vice President, Practice Management, discusses how to increase your value in the context of CRM2.

Take the Lead on CRM2

How to prepare yourself, your clients and your business for CRM2.

Key Points

  • It’s important to have a strong personal brand.
  • Communicate what you do to your clients.
  • Secure your business.
  • Reinforce your brand.


(Login Required)Shift Focus

Larry describes the formula of a professional wealth management services and how it may help shift the focus from things that can’t be controlled, such as market performance.

August 31, 2015 (1m 45s)

(Login Required)Show Your Depth

Larry Distillio recommends listing some partners you may wish to highlight to your clients.

August 24, 2015 (0m 54s)

(Login Required)Tell Your Story

Larry Distillio shares his tips on how to create a compelling story.

August 17, 2015 (0m 52s)

(Login Required)Understanding Your Clients’ Needs

Larry suggests questions that you may ask your clients at your next meeting.

August 10, 2015 (1m 21s)

(Login Required)Support Your Clients

Larry Distillio provides tips on how to get to know your clients.

July 15, 2015 (1m 07s)

(Login Required)Go Above and Beyond

Larry Distillio recommends creating a client service agreement as a way to meet and exceed client expectations.

July 8, 2015 (1m 21s)

(Login Required)Reinforce Your Brand

Larry Distillio explains what pain points are and how to eliminate them from your business.

June 19, 2015 (1m 11s)