Four ways to break out of a sales slump
Sales slumps happen, says Jim Ruta, who shares four activities advisors can perform to break free
- By: Jim Ruta
- November 28, 2017 October 30, 2019
- 14:15
Sales slumps happen, says Jim Ruta, who shares four activities advisors can perform to break free
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
A pair of portfolio managers make the case for cautious optimism
Pre-budget submissions also float single insurance licensing system among provinces, fiduciary standard for advisors
The latest flip-flop came after the U.S. delivered plan to Iran to pause war
It's the second firm in Canada to receive approval to offer futures and forecast contracts