Practice Management – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 20 Jun 2023 19:26:06 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Practice Management – Investment Executive https://www.investmentexecutive.com 32 32 Firm hopes to support younger advisors through new practice financing program https://www.investmentexecutive.com/building-your-business/practice-management/firm-hopes-to-support-younger-advisors-through-new-practice-financing-program/ Tue, 20 Jun 2023 10:00:14 +0000 https://www.investmentexecutive.com/?p=467297 Richardson Wealth launched a flexible program earlier this year to fund internal succession plans

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]]> How to write a job posting for an assistant https://www.investmentexecutive.com/building-your-business/practice-management/how-to-write-a-job-posting-for-an-assistant/ Fri, 09 Jun 2023 13:00:28 +0000 https://www.investmentexecutive.com/?p=466769 Every job posting must answer three main questions

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]]> In tight labour market, finding a good assistant isn’t getting any easier https://www.investmentexecutive.com/building-your-business/practice-management/in-tight-labour-market-finding-a-good-assistant-isnt-getting-any-easier/ Tue, 06 Jun 2023 14:00:19 +0000 https://www.investmentexecutive.com/?p=466490 Firms should focus on retention as well as recruitment

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]]> When your child isn’t fit to be your successor https://www.investmentexecutive.com/building-your-business/practice-management/when-your-child-isnt-fit-to-be-your-successor/ Mon, 29 May 2023 16:14:25 +0000 https://www.investmentexecutive.com/?p=466211 Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?

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]]> Tips for advisors starting the succession planning process https://www.investmentexecutive.com/building-your-business/practice-management/tips-for-advisors-starting-the-succession-planning-process/ Mon, 22 Nov 2021 14:04:56 +0000 https://www.investmentexecutive.com/?p=434232 Thinking about retirement doesn't have to be difficult

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]]> Practice assessment tips for advisors working on succession https://www.investmentexecutive.com/building-your-business/practice-management/practice-assessment-tips-for-advisors-working-on-succession/ Mon, 22 Nov 2021 14:02:31 +0000 https://www.investmentexecutive.com/?p=434234 An expert explains how and why to prepare details about your practice and clients

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]]> Choosing and working with a successor for your practice https://www.investmentexecutive.com/building-your-business/practice-management/choosing-and-working-with-a-successor-for-your-practice/ Mon, 22 Nov 2021 14:00:01 +0000 https://www.investmentexecutive.com/?p=434233 Tips for finding the right person

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]]> Succession planning tips from advisors https://www.investmentexecutive.com/building-your-business/practice-management/succession-planning-tips-from-advisors/ Tue, 19 Oct 2021 14:00:36 +0000 https://www.investmentexecutive.com/?p=431574 The succession planning process can be difficult, so plan ahead as much as possible

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]]> Stop putting off succession planning https://www.investmentexecutive.com/news/industry-news/time-to-stop-putting-off-succession-planning/ Fri, 24 Sep 2021 19:29:07 +0000 https://www.investmentexecutive.com/?p=429630 An industry expert urged advisors to step up their game during IAFP's 2021 symposium

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]]> Making financial advice a family matter https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/making-financial-advice-a-family-matter/ Mon, 30 Aug 2021 04:08:00 +0000 https://www.investmentexecutive.com/?p=427149 Elke Rubach was a successful lawyer when she discovered her passion for helping people understand finances

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