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Keyword: Advisor coaching

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Active listening and asking the right questions are key to checking on clients' sense of well-being

high rating performance

Some areas, such as tax and estate planning, showed room for improvement

  • By: Emily Fox
  • February 12, 2024 February 9, 2024
  • 00:12
Computer with 2024

MGAs and carriers are revamping their support programs in response

  • By: Katie Keir
  • February 12, 2024 February 9, 2024
  • 00:10
Rear view of a business woman math problems calculations black chalk board

Segmenting your clients by revenue rather than assets can provide valuable insights


Steph Condra, coming from BMO Private Wealth, will pick up where former president Jordy Chilcott left off

  • By: Katie Keir
  • January 10, 2024 January 10, 2024
  • 09:02

Plus, new head of Fiera Canada, and IG Wealth focuses on recruitment

  • By: Katie Keir
  • January 9, 2024 January 9, 2024
  • 16:43
people working together

A successful practice requires a diversity of personalities, work habits and individual styles. Use these tools to help create the right mix

Black female boss leading corporate multiracial team meeting talking to diverse businesspeople, african american woman executive discussing project plan at group multi-ethnic briefing in boardroom

Leaders need to build a sense of community on their teams and ensure members feel valued

Compliance Legal Rule Compliancy Conformity Concept

Follow these tips to protect your licence and reputation

growth in challenging times

There's higher demand for advisor coaching and consulting that can't be ignored

  • By: Katie Keir
  • November 24, 2022 November 24, 2022
  • 09:00