6
lacible | Octobre 2021
C H A I R ' S M E S S A G E
For a year and a half now, virtual meetings have basically become the
norm. This unprecedented period allowed us to get creative with our
client approach and transform aspects of our service offer. Our big-
gest challenge has been creating an atmosphere of trust comparable
to the kind we can build in person, which is no small no small task.
But building on our achievements in order to review and update
our client guidance methods is the right path to take. By pushing
our technological and digital skills further, we are opening the door
to even more fruitful professional relationships with our clients. The
IQPF firmly believes that enhancing this type of competency is an
important asset and a feather we should not hesitate to add to our
caps.
Speaking of expertise, the IQPF is considering ways to draw on the
expertise of financial planners who no longer practise. They have
expressed the desire to work with us, because they feel they can
continue to play a role in the development of our profession. We are
working on finding ways to give their wealth of business experience
a renewed lease on life.
Digital Expertise: A Powerful Asset
We are all aware of the importance of client relationships in our own
business success. Our clients were on board and took the leap with
us. They also understand that business relationships will continue to
evolve and that new technologies will arise over time. As financial
planning professionals, we must take the lead. That is what they
expect of us.
In a constantly changing technological environment, it is crucial to
be more structured than ever in our client approach. The practical
actions we can take include conducting a comparative analysis of
our discussions in person and in virtual mode. This will allow us to
identify the similarities and differences in the two meeting modes
in order to develop a formula that is satisfying and beneficial for
both parties. Our clients want to work with a professional. Let's be
forward-thinking and demonstrate the leadership expected of us in
this aspect of our practice!
BUILDING ON OUR
ACHIEVEMENTS
