Trusted Tips and Resources

Trusted Tips & Resources

Trusted Regina Financial experts tip on Client Defections

 Trusted Regina’s Financial experts share a tip on client defections: 

Client defections to speed up!

“There are a lot of advisors who don’t keep up with their clients and wait for them to call instead of being proactive and keeping up regularly,” she said. “If my client mentions something about taking a trip at a specific time, I’ll often call them just to find out how it went. It lets them know I care, that I’m thinking about them and it’s led to more referrals while keeping my attrition rates low.”

 

 

A survey of client attrition rates for 2014 may, in fact, represent a turning point for the industry as it prepares for fallout from regulatory change.

Currently, Canada’s top financial advisors have a one per cent attrition rate while the average for Canadian advisors as a whole is closer to 10 per cent, according to Maximizer Services Inc., based in Vancouver B.C.

But CRM2 is expected to change that, with many transactional advisors anticipating client defections will double post CRM2’s full implementation.

“There will be a lot of unhappy clients out there once they realized the truth about their accounts and how much fees they’re paying to some of these advisors,”  “I think that we’ll see the attrition rate get much higher when CRM2 finally kicks in.”

Top advisors and their commitment to using advanced technology as well as those who previously anticipated CRM changes and engaged clients in difficult conversations are most likely to maintain low attrition rates.

The study also found that 69 per cent of advisors had an attrition rate of five per cent or less if they were previously using a strong customer relations management system.

Using DayLite or Symantec has helped to build her business because she is able to keep up with clients regularly. The Important thing, she says, is to be proactive for their needs, and not reactive to their demands.

 

 

 Trusted Regina’s Finance Experts -  give them a call to see how they can work for you!

 


 

 

Trusted Regina cleaners Complete Clean offers Regina Carpet Cleaning!

Complete Clean are Regina home cleaning services professionals and they pledge to clean thoroughly, completely and reliably. It’s what they do! They are organized, punctual, extremely professional and they put their clients first. From your first phone call, to the end of your clean you'll find the whole process seamless and enjoyable, they guarantee it! Complete Clean are Trusted Regina Residential and Commercial CLEANING SERVICES professionals! 

 

 

Complete Clean offer Regina Carpet Cleaning!

Give Your Carpets a Fresh Cleaning

This year is finally the year! Complete Clean offer carpet cleaning on your schedule!

Properly cleaning and maintaining carpets:

1. Prolongs the life of carpeting. Regular carpet cleaning using the extraction method can increase the life of carpets significantly, protecting your floor-covering investment.

2. Protects indoor air quality. Carpets trap airborne pollutants; however, eventually those pollutants must be removed in order to protect the carpet and maintain indoor air quality.

3. Makes carpets easier to maintain. Most carpet soiling is made up of dry soils; when carpets are kept thoroughly cleaned on a regular basis, most dry soils can be removed with regular vacuuming.

4. Removes spots and stains. As with other soils, spots and stains can attract more soiling. Removing them promptly protects carpeting from damage.

5. Prevents buildup of allergens and bacteria. Moist soiling of carpets can result in the buildup of several unhealthy contaminants.

6. Enhances the appearance of any room. Clean, well-maintained carpets speak volumes about the overall cleanliness of a home or facility.

7. Improves worker morale. Workers feel better about their work environment when it is clean. This includes the carpeting.

8. Makes carpeting look and feel clean and fresh.

9. Removes dust mites and bedbugs that may have found a home in carpets.

10. Maintains the carpet’s warranty. Most carpet warranties require that carpets be cleaned using the extraction method within a specific amount of time, usually every 12 to 18 months.

 At Complete Clean our carpet cleaning:  

  • Carpet Dry the same day
  • They do spot Cleaning Heavy traffic areas
  • Work around furniture
  • They offer Commercial Carpet Cleaning

3 Rooms and a Hallway Starting at $99

If you would like to schedule an appointment or find out more information about your cleaning needs, please fill out their estimate request form here . Complete clean are Trusted Regina cleaners! 

Trusted Regina welcome Complete Clean a Trusted Regina cleaning company

The Trusted Regina directory team are proud to announce our newest partner in the Regina cleaning services category, Complete Clean!


Hiring a cleaning service can be a tiresome job! Not every company is the same. Wendy and the Complete Clean team offer a wide range of cleaning services from commercial to every day cleaning. They will save you time, effort and hours of work that could be better spent relaxing with your family.

The Complete Clean team are courteous,respectful and they understand the level of trust involved when you invite them into your home. They really do go beyond what other maid service companies will and can do for you.

Be assured that all employees are screened, bonded and insured and that they stand behind their work and are happy to do so. Whether you want a one-time only clean, weekly and bi weekly cleaning, carpet cleaning or even  ongoing commercial cleaning contracts they do it all.

Wendy and her team are experienced at hoarding cleanups. Hoarding cleanup not only includes clutter clean up, but the recovery of all the items in the home that are still useful. Using an experienced company, hoarding cleanup will go smoothly and efficiently, making an easier time for you or your loved one.

Complete Clean understands that every cleaning job is unique, they will work hard to make your cleaning experience sparkle! Being pet friendly is something that Wendy and her staff are also proud of. If you have a dog, the staff are caring and helpful. They will take fido out before and after your cleaning, just so there are no oopses during or after your clean. They offer a range of concierge services including pet sitting, laundry, grocery shopping and much, much  more...you are busy let them help! 

 

What did their clients have to say when we spoke to them?

“The crew does a great job, very efficient. I have recommended their services to several people. “ said 1 happy Regina client

“My mother in law has a house in Regina and she has Complete Clean cleaning for her,  she is so happy with the professional friendly service.” Paul Noiles, Regina

We welcome Wendy and the Complete Clean team to the Regina Cleaning Services category! Check out all she does here on the listing in Regina Cleaning Services

 

 

Trusted Regina Window Coverings share Depth in Layers


Trusted Regina Window Coverings and Blinds Experts 

Here they share Depth in Layers: 

A truly distinctive design thrives with cellular or pleated shades as building blocks. 

 

Begin with a cellular shade:

A temperature-regulating cellular shade is an excellent choice for a room where family will gather. A graceful neutral allows some light in and provides a foundation for the room. 

 

 

Add a pop of color:

Nothing expands and improves décor quite like deep, bold color. And when that color is added via gently flowing folds of drapery, it arrives hand-in-hand with improved insulation, privacy, and light control.

 

 

 

Finish with a flourish:

A large-scale, fabric-wrapped cornice extends the softness of drapery to the ceiling. Its linear form nods to the shape of the room’s furniture pieces—a touch that brings subtle visual consistency to the room.

 

 

 

Composing a polished, consistent look is an essential component of interior design. Graber window treatments are created with compatibility in mind; colors that harmonize, materials that complement, pairings that create a cultured ambiance.

 



 

Chris Worby a Trusted Regina Financial Expert from Worby Wealth Management shares a tip on Too Much Stuff

Finding the shortest and safest route to any of your dreams requires planning and only with a carefully thought out financial plan can you be sure to make the most of your resources and to protect against risks along the way. At Worby Wealth Management, Chris will do his best to help you achieve those dreams with a financial plan that is tailored to your specific needs and based on your individual situation.

Let TRUSTED REGINA's FINANCIAL ADVISOR Chris Worby from Worby Wealth Management help you live your dream!

Here Chris shares a tip on Too Much Stuff:

Too Much Stuff? What to keep…

If you’re like me, you find yourself with stuff – lots of stuff – all over the place. In a lifetime, we accumulate and accumulate and it’s hard to know what to throw out.

By no means exhaustive, this article has some good ways to catalogue stuff and may give you some ideas on how to keep your stuff sorted.

 

The following is an entertaining article:

George Carlin and the new retirement minimalism

It is finally spring. Among the rituals of spring is spring-cleaning. 

Comedian and colorful social observer George Carlin described a house as "just a place to keep your stuff while you go out and get more stuff.” Spring-cleaning is an opportunity to sort that stuff — making the option of downsizing possible, aging-in-place easier, or simply helping family members make sense out of all that “stuff” you have accumulated for decades. 

Over an adult lifetime you collect your stuff, family stuff and legal stuff. Here are some ideas on what to do with it. 

Your stuff is everything under your roof. However, as you approach retirement, or may already be in retirement, that stuff makes life and future housing choices more difficult. The more you have, the more there is to maintain, clean and organize. A house full of furniture that was once the home of a family of five, but now only has two, makes the decision to downsize difficult. Moreover, should something happen to one member of a couple, a home's contents can be a near insurmountable burden to manage and ultimately sort out. A new ritual of retirement, may be the adoption of a new retirement minimalism — eliminating items that are in the house because ... well, because they have always been there. Even if you don't want to downsize to another home, consider what you can downsize while staying in the home you are in. 

Family stuff used to include furniture, glassware, tableware and a long list of family's artifacts such as great grandfather Joe's steamer trunk. Lifestyles have changed and keeping and handing down family “things” has become less important. Just consider the fact that the children of the baby boomers — the millennials — aren't following the same life course timetable or preferences of previous generations. They are marrying later in life. Choosing to have fewer or no children. Moreover, the homes they are choosing, many in urban areas, are smaller. Consequently, mom's dining room set doesn't have a place to go and, even if your children have a need for a crib, chances are the one in your attic it is out of style or painted with something that has been, or will be determined to be hazardous. 

Family stuff today is about memories that can neither be bought nor replaced. Photos across the generations that are annotated identifying who is in the photo and their relationship to children and grandchildren. Family videos that have been copied to the most current medium — no your VHS player isn't worth keeping. Even your own audio stories recorded to memorialize family history. All of these items can be safely kept in the cloud, occupy little space, accessed by everyone while preserving generations of memories. 

 

Legal stuff includes important documents that you and your family need access to for managing legal, financial and health matters that will become more critical as you age. The list can be long but includes legal and financial records for real estate, wills, health proxies, medical orders and desired intentions, insurance policies, inventories and assessed value of insured property, investment records, bank account locations, etc. These documents, along with an up-to-date list of contacts for attorneys, financial advisers, accountants, physicians should be organized, discussed with selected family and friends, and copies maintained in the home as well as with the appropriate professional, e.g., lawyer that assisted with will writing. 

Like spring itself, life after work is an opportunity to start new. Retirement spring-cleaning through all that stuff makes considering alternative housing options possible, simplifies life in older age, and can be an invaluable gift to loved ones. 

Warning: May contain offensive language. 

 

 

Call Chris Worby at (306) 757-4747 ext 226 or on his Cell: (306) 737-2909. Check out his listing on the Regina Directory in the REGINA FINANCIAL SERVICES category . Chris is a Trusted REGINA FINANCIAL EXPERT

 

 

 

Chris Worby is a Trusted Regina-based financial advisor and Wealth Management services provider servicing local Regina households and businesses since 2001.

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