How small mistakes can boost credibility
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how admitting to small mistakes can boost your credibility with clients.
- By: Dan Richards
- July 31, 2015 October 30, 2019
- 11:10
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how admitting to small mistakes can boost your credibility with clients.
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Firms should focus on retention as well as recruitment
Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?
The agency could extend reassessment period if a taxpayer is issued a notice of non-compliance
Opinion: To provide clarity and protection to the public, the way forward requires transparency
Fees to rise for most firms as minimums go up, certain dealers pay higher share
CSA research details the evolution of fund costs in the face of transparency reforms