Wondering how to stage a successful succession?
Succession plans are rare in the advisory segment; so finding a successful case study can be a challenge. One advisor explains how he designed a process that gives him more free time and doesn't leave clients in the lurch.
Capturing the diversity demographic
Like it or not, the wealth management teams at the Big Five have successful tapped Canada's well-heeled gay community. That makes more than good business sense, explains TD advisor and branch manager Heather Richardson.
Should advisors have financial advisors?
Clients may assume that advisors manage their own investments. But is it better to have an outside view to avoid tunnel vision?
Advisor laments the cost of keeping up appearances
Advisors want to project success, but are the accoutrements worth the investment? One advisor talks about restraining personal spending and what really impresses clients (hint: it's not an expensive car).
Building a fee-based independent practice
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.
Top 5 time management tips for financial advisors
Feeling overworked? Need less overtime and more play time? These tips could work wonders for stressed financial planners.