EP. 248 Mario Cianfarani, Head of Distribution, Vanguard Canada
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CRM3 — Canada's incoming total cost reporting regulation — is reshaping the conversation between advisors and their clients, and the window to get ahead of it is right now. In this episode of Insight Is Capital, Pierre Daillie sits down with Mario Cianfarani, Head of Distribution at Vanguard Canada, to explore why this moment may be one of the most meaningful inflection points the Canadian wealth management industry has seen in years — and what it means for advisors who are ready to lean in.
Drawing on 25 years of Vanguard's Advisors Alpha research, Mario shares what the data has consistently shown about where advisors truly create value for their clients — and how CRM3 creates a structured, recurring opportunity to make that case. From fee budgeting to behavioral coaching to the art of telling your value story, this conversation is packed with practical insight for any advisor who wants to turn transparency into their strongest competitive advantage.
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