In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to comfortably ask clients for credible and persuasive testimonials.
Legacy protection demands careful planning and attention to detail — advisors have a role to play
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
Lapse-supported pricing is the hidden variable in every Canadian life insurance product — most clients have never heard of it
Omnibus bill includes extended period for loss carryback strategy
A right without a proper remedy is not protection; it's a press release