Identify which clients to focus on and which to let go
His previous job involved automating systems for law firms
Your clients are loyal. While our Investor Insights* research shows they probably have other financial advisors, it also shows that, on average, you manage three-quarters of your clients’ wealth.
How she got started Kristi Ames says she was destined to become an advisor. “I was thirteen when my mom started in the business, so there were always discussions about what clients go through.” So, after completing her business degree in 2005, she got her mutual fund and insurance licenses in 2006 and 2007, respectively. […]
If a couple tells you they’re divorcing, you can help reduce their financial stress
Even if you’ve worked in the financial industry for years, it can be tough to change careers and build an advisory practice from the ground up.
Use quieter days at the practice to refresh your firm, reconnect with clients, and plan ahead.
Connect with the second generation to help your business thrive
David Boyd is vice-president, portfolio manager at BMO Nesbitt Burns in Windsor, Ont.
Brenna and Damian MacInnis are a registered dietician and department manager, and a executive director from Port Hood, N.S.