Dan RichardsMark ParleeRichard Heinrich
Pt. 9: Driving client service with process and accountability
- By: Dan Richards, Mark Parlee, Richard Heinrich
- November 16, 2009 October 29, 2019
- 09:25
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
Aging client base, different registered accounts are changing how advisors see RRSP season
It’s time to address retirement security by reclaiming Canada’s institutional ambition
Economists had expected a 0.4% increase
Unique provision aims to balance interests, provide greater certainty