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  1. Leah Golob
    These simple steps can reduce stress and improve your productivity
  2. Rebecca Cowdery
    In part two of this three-part series, Rebecca Cowdery, partner with Borden Ladner Gervais LLP in Toronto, discusses Fund Facts requirements for mutual fund sales initiated online or by phone.
  3. Rebecca Cowdery
    A three-part video series with Rebecca Cowdery
  4. Leah Golob
    Check your ego and take a subordinate role, if necessary
  5. Rebecca Cowdery
    In part one of this three-part series, Rebecca Cowdery, partner with Borden Ladner Gervais LLP in Toronto, discusses the mutual fund point of sale (POS) delivery project, and explains how advisors can use the Fund Facts document to meet their obligations under CRM2.
  6. Leah Golob
    Manage the fine line between serving your clients and serving your business
  7. Leah Golob
    Team engagement improves productivity
  8. Fiona Collie
    Help new employees understand the organizational culture and provide regular feedback to get them off to a strong start
  9. Fiona Collie
    April-Lynn Levitt, a coach with The Personal Coach, discusses the three main team structures for financial advisors. She highlights team models associated with the highest books of business and customer satisfaction, and gives tips on how to build a successful team for your practice.
  10. Fiona Collie
    Develop a screening process to narrow down the pool of applicants and ask probing interview questions to identify the best candidate