Six steps to prospecting momentum
Dan Richards, CEO, Client Insights, discusses six things advisors can do to build prospecting momentum.
- By: Dan Richards
- May 4, 2015 October 30, 2019
- 05:30
Dan Richards, CEO, Client Insights, discusses six things advisors can do to build prospecting momentum.
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?
Filing is required only if directly requested by the Canada Revenue Agency
First oversight review finds SRO complying with recognition order
FINRA starts providing data on individual transactions
Some firms concerned CRA’s employee expense policy could thwart return-to-office initiatives, EY Canada tax expert says