TrustedAdvice.ca: new client check in tools and resources

TrustedAdvice.ca is an online resource that Financial Horizons Group launched in April 2020 in response to the COVID-19 pandemic. We introduced the public site as a trusted resource for financial services professionals navigating uncertain times. Since launch, we have continued to add timely, relevant and useful content to support advisors.

 

That’s why we designed a catalogue of resources to help you in your client review and annual check in efforts. The catalogue also includes a few social media posts you can Copy and Paste to use on your own profiles to promote client check ins. Visit now!