39 episodes

Join CI Global Asset Manangement's Advisor Consulting team as they provide their insights around practice management, tax, financial planning, and more. With over 100 years of combined experience, they'll cover key financial topics and trends that impact both investors and advisor practices.

Consulting Insights | CI Global Asset Management CI Global Asset Management

    • Business

Join CI Global Asset Manangement's Advisor Consulting team as they provide their insights around practice management, tax, financial planning, and more. With over 100 years of combined experience, they'll cover key financial topics and trends that impact both investors and advisor practices.

    Communicating With Clients in Volatile Markets

    Communicating With Clients in Volatile Markets

    How should you communicate with your clients during volatile markets? Ryan Becker and Claudio Cipolla discuss how you can navigate these conversations proactively, or reactively, with your clients today.

    • 23 min
    Tax & Estate Planning for your Two Spouses

    Tax & Estate Planning for your Two Spouses

    • 7 min
    Implementing a KYP Process

    Implementing a KYP Process

    • 26 min
    High Performing Teams - You Asked, We Answered

    High Performing Teams - You Asked, We Answered

    • 27 min
    How Does the CRA Define Your Relationship?

    How Does the CRA Define Your Relationship?

    • 5 min
    Thinking outside the box - Business growth in a new world

    Thinking outside the box - Business growth in a new world

    • 30 min

Top Podcasts In Business

Ramsey Network
Andy Frisella #100to0
iHeartPodcasts
NPR
Jocko DEFCOR Network
BiggerPockets