6 a.m. or earlier Up an at ‘em! If I’m taking my daughter to school, we get ready and I drop her at her dad’s house and head to work; otherwise I get to the office at around 7:30am.
Having an independent practice is an aspiration for many advisors, and fee-based services have appeal for many investors. But combining the two with a fee-based independent practice isn't easy. Wealth Professional talks with Thomas Venner, an advisor building a fee-based practice in Southern Ontario.
Feeling overworked? Need less overtime and more play time? These tips could work wonders for stressed financial planners.