The vast majority of Canadian business owners say workers over the age of 65 offer valuable experience and expertise.
Cecilia Tsang of Rogers Group Financial says it takes more than designations and certifications to succeed.
Your associates need you. To build a reputation, rookies need determination and talent, and also a helping hand.
All business owners know the value of attracting clients. But, many new owners are too focused on uncontrollable issues like the economy, says a new CIBC poll.
Every entrepreneur needs a support network of family and friends, but it’s equally important that they have a good mentor. The Young Entrepreneur council lists the nine qualities young advisors are looking for in a mentor.
Workplaces today include four different age groups: veterans, baby boomers, Gen X and Gen Y. The different dynamics of each group may have you scrambling to tailor your motivation and training tactics.
A year into her job at Rogers Group Financial, Cecilia Tsang wrote a test that would have a profound impact on her career. But it wasn’t tied to any designations or certifications. The result would help her gain entry to the group’s articling program, a lengthy mentorship opportunity.
Wondering how to best manage your team or grow your client list? Not sure how to deal with a particular client? If these questions are on your mind, reach out to Advisor.ca and our columnist, Joanne Ferguson.
Running a high-end hotel teaches a person all there is to know about providing seamless service. It’s an art form that Natalie Jamison, an advisor with Jamison Family Wealth Management, RBC Dominion Securities, took with her when she made the transition to succeed her father, Neil, at his established advisory practice in Oakville, Ont. “Working […]
You’ve found the perfect advisor to work with. What do you do now? In my experience, many senior financial advisors looking for a junior associate to assist them do not properly execute their 90 day plan. They mistakenly believe a new advisor should be able to parachute into their practice with minimal support, training or […]