Have your clients named a trusted contact person (TCP)? In a new interview, Senior Investment Advisor Tracey Lundell, BA, CIM ® shares her process helping clients name a TCP.  
 
“We don’t discriminate. We’ll ask that question to someone in their 20s, and we’ll ask that question to someone in their 70s,” she says. “A lot of the time, we have to explain that appointing someone as a TCP isn’t the same as giving them trading authority, power of attorney, or a position that gives people control over their financial affairs.” 
 
Check out the latest investor research on TCPs and Tracey’s interview with Leo Almazora in Wealth Professional Canada Magazine: https://www.wealthprofessional.ca/news/industry-news/how-to-help-clients-get-over-tcp-phobia/383234