Expand your horizons at our annual Client Conference
At RBC Dain Correspondent Services, we strive to maintain constant communications, via phone and Internet, with our correspondents.
But we also like to meet you in person. And one of the best ways we accomplish that goal is through our annual Client Conference.
Each year, we invite all our correspondents to attend a conference designed specifically for you. These conferences provide attendees with a
variety of activities, including the following:
- Presentations on sales, compliance and technology issues
- Opportunities to network with peers
- Separate "breakout sessions" for principals and Financial Consultants
- Speeches by leading experts in the industry (such as Phil Dow, frequent CNBC market commentator and director of equity strategy for RBC Capital Markets
We want you to get the maximum benefits from our annual conference. And when it's over, we're confident that you'll leave refreshed, recharged
and ready to take your business to new heights.
Get to know your personal relationship manager
The top correspondent firms of RBC Dain CS are given a relationship manager, who is their first stop for questions or concerns. If your manager can't help you
out, he or she will find someone who can. Relationship managers make periodic face-to-face visits in your office, frequently call you and keep you
informed of developments at RBC Dain CS.
Your relationship manager is there for you anytime you need. You can call whenever you like because you are their top priority.
Give us your thoughts through roundtable focus groups and councils
RBC Dain CS works in partnership with key correspondent firm principals to serve clients better. The foundation of our partnership is based on mutual
goals, respect, trust and a commitment to helping to achieve exceptional results.
Through our Managed Account Advisory Council , we have developed a venue to have give and take when it comes to designing products that
correspondents want and will use.
We also call upon our correspondents to give us invaluable feedback when it comes to developing end-client services, such as
Investor Connect.
Many of our best ideas have come from our correspondents. And that could be the best idea we've had to listen.
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