The Four Pillars of the Client Experience

Newsletters & Podcasts

The Binder

The Welcome Email

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The Client Tiers

Client Tiers

Service Level, Welcome Package, and Fees

  • Service Level:

    • Standard Binder

    • Financial Needs Analysis

    • 90 Day Follow Up Email

    • Fund of Funds

    • Access to Assistant

    Welcome Package:

    • None

    Fee for Service:

    • < $10,000 = 5% FE

    • $10,000 - $24,999 = 4% FE

    • $24,999 - $49,999 = 3% FE

  • Service Level

    • Standard Binder

    • Financial Needs Analysis

    • 90 Day Follow Up Email

    • Fund of Funds

    • Access to Assistant

    • 3yr KYC Review

    Welcome Package:

    • AUM Certificate

    • Thank You Card

    Fee for Service:

    • $50,000 - $99,999 = 2% FE

  • Service Level

    • Standard Binder

    • Financial Needs Analysis

    • 90 Day Follow Up Email

    • Custom Portfolio

    • Access to Krystian

    • Annual Review

    • Morningstar Report

    Welcome Package:

    • AUM Certificate

    • Thank You Card

    Fee for Service:

    • $100,000 - $249,999 = 1.5% FE

    • Standard Binder

    • Financial Needs Analysis

    • 90 Day Follow Up Email

    • Custom Portfolio

    • Access to Krystian

    • Semi-Annual Review

    • Morningstar Report

    • 24 Hour Response Time

    • Christmas Bottle of Wine

    Welcome Package:

    • Bottle of Wine

    • AUM Certificate

    • Thank You Card

    Fee for Service:

    • $250,000 - $499,999 = 1% FE

  • Service Level

    • Standard Binder

    • Financial Needs Analysis

    • 90 Day Follow Up Email

    • Custom Portfolio

    • Access to Krystian

    • Quarterly Review

    • Morningstar Report

    • “Front of the Line” Response Time

    • Christmas Bottle of Wine

    • PAC Fee Exempt

    Welcome Package:

    • Bottle of Wine

    • AUM Certificate

    • Thank You Card

    Fee for Service:

    • $500,000 - $999,999 = 1/2% FE

  • Service Level

    • Leather Binder

    • Financial Needs Analysis

    • 90 Day Follow Up Email

    • Custom Portfolio

    • Access to Krystian

    • On-call Review

    • Morningstar Report

    • “Front of the Line” Response Time

    • Christmas Bottle of Wine

    • PAC Fee Exempt

    • Christmas Gift Basket

    Welcome Package:

    • Leather Binder

    • Gift Basket

    • AUM Certificate

    • Thank You Card

    Fee for Service:

    • $1,000,000 + = 0%

The Client Binder, Financial Needs Analysis (FNA), and Morningstar Report

The Binder System is very important.

When you purchase a product you leave the store with something in your hand, the binder represents that. The client begins to feel, right away, like they received something in return for the check they just wrote.

Additionally the P.A.I.D. system gives the client a place to file their entire financial life.

The client is you in their house when you’re not there.

Binder Template
Sample FNA
Sample Morningstar

Click below to get access to more binder resources including: insert pages, brochures, and divider labels

Other Binder Resources

The Welcome Emails, Supporting Templates, and Ongoing Follow Up

The Welcome Email
The Client Process
Email Templates
KYC Folder

Newsletters & Podcasts

Newsletts and Podcasts
Newsletter Schedule

Mackenzie Podcasts offer resources both clients and advisors.

Topics could include:

  • market updates

  • interviews with fund managers

  • relevant topics such as taxation and estate planning

These are a great way to build your knowledge and value add to the customer.

AGF Podcasts
Mackenzie Podcasts

AGF Podcasts offer resources both clients and advisors.

Topics could include:

  • market updates

  • interviews with fund managers

  • relevant topics such as taxation and estate planning

These are a great way to build your knowledge and value add to the customer.

Other Client Resources

Brochures by Category
Self Employed and Group Resources
Everything Else

Client Testimonials

  • 'Krystian assessed my goals/needs and provided multiple options for investments. I feel confident about my retirement investments."

    Pranshu

  • "My daughter and I are very satisfied with the level of communication and diligence when requesting services from Krystian and his Team."

    Inga and Jasmine

  • "Understanding current financial position perfectly. Warm delivering and trusting vibe from start to finish and easy to follow."

    Joe and Audrea

  • "Always takes the time to connect, to really connect, with your life. Great knowledge about money and Investment plans."

    Kate and Adam

  • "Helped set up life insurance and long term investments. Patient, calm and willing to review multiple time until understood."

    Katie and Ryan

  • "Krystian set up our life insurance and investment program. He also helped us create a workable plan to achieve our goal of home."

    Galven and Stephanie

  • "We were going to cancel meeting with Krystian but he persisted and we end up saving $500 per month. We're super happy with everything!"

    Elsa and Roshaan

Client Recognition

  • Gary

    Coquitlam, BC

  • Gerry

    Surrey, BC

  • Virgie

    Aldergrove, BC