An occasional series featuring tips for rookie advisors. To learn more, visit Investment Executive‘s Rookie Survival Guide.
September 11, 2015
An occasional series featuring tips for rookie advisors. To learn more, visit Investment Executive‘s Rookie Survival Guide.
September 11, 2015Think long term and share your goals with others
Make up for inexperience by building credibility
Your assistant should play the role of business partner
Meet frequently and make use of resources
How to instill trust despite a lack of experience
There is no magic bullet, but be prepared to “bloody your nose”
Focus on revenue and profitability — as well as service
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Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
Disability insurance, annuities and much more