The beginning of the year is an ideal time to set new goals for your business, and pursuing ongoing education is a worthy goal for all advisors. In part one of this three-part series, explore the benefits of pursuing a designation. Part two highlights the value in working with a mentor, and part three examines non-financial skills that can help you become a better advisor. Watch Greg Pollock, president and CEO of Advocis, discuss the merits of ongoing education.
January 24, 2014Greg Pollock, president and CEO of Advocis, explains the role that ongoing learning has in ensuring that advisors are on top of the latest industry issues. He highlights key advisor issues for 2014 and discusses designations that his organization offers. Pollock spoke to Tessie Sanci, reporter, Investment Executive, at the TMX Broadcast Centre in Toronto.
Pursuing courses and skills beyond professional designations and mandatory CE credits can contribute to your advisory practice
In a business that can feel isolating, a mentor can provide ongoing guidance and expertise
As clients ask more questions about the qualifications of advisors, designations can help you stand out
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
Investment Executive's brand-new survey of independent insurance advisors unveils their challenges plus key industry trends
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
