Practice management | Investment Executive https://www.investmentexecutive.com/tag/practice-management/ Canada's news source for financial professionals Tue, 18 Nov 2025 19:46:44 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Practice management | Investment Executive https://www.investmentexecutive.com/tag/practice-management/ 32 32 Transcript: When tragedy strikes, will your business continuity plan kick in? https://www.investmentexecutive.com/soundbites/transcripts/transcript-when-tragedy-strikes-will-your-business-continuity-plan-kick-in/ Tue, 18 Nov 2025 18:01:57 +0000 https://www.investmentexecutive.com/?p=525450 John Novachis of IPC says advisors that don’t have a business continuity plan are rolling the dice with one of their biggest assets

The post Transcript: When tragedy strikes, will your business continuity plan kick in? appeared first on Investment Executive.

]]> When tragedy strikes, will your business continuity plan kick in? https://www.investmentexecutive.com/soundbites/practice-management-soundbites/when-tragedy-strikes-will-your-business-continuity-plan-kick-in/ Tue, 18 Nov 2025 18:01:22 +0000 https://www.investmentexecutive.com/?p=525429 John Novachis of IPC says advisors that don’t have a business continuity plan are rolling the dice with one of their biggest assets

The post When tragedy strikes, will your business continuity plan kick in? appeared first on Investment Executive.

]]> Wedding bells — or alarm bells? https://www.investmentexecutive.com/news/industry-news/wedding-bells-or-alarm-bells/ Mon, 27 May 2024 19:32:45 +0000 https://www.investmentexecutive.com/?p=486516 What to do when you suspect an elderly client is being manipulated in a late-life relationship

The post Wedding bells — or alarm bells? appeared first on Investment Executive.

]]> Five cool tech gadgets for your office https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/five-cool-tech-gadgets-for-your-office/ Mon, 11 Dec 2023 05:11:00 +0000 https://www.investmentexecutive.com/?p=476587 Upgrading your technology can boost efficiency and improve your interactions with clients

The post Five cool tech gadgets for your office appeared first on Investment Executive.

]]> How to run an airtight practice that protects clients and yourself https://www.investmentexecutive.com/news/industry-news/how-to-run-an-airtight-practice-that-protects-clients-and-yourself/ Thu, 07 Dec 2023 19:11:37 +0000 https://www.investmentexecutive.com/?p=476747 Find ways to excel at the basics, panellists suggested at a CFA Society Toronto event

The post How to run an airtight practice that protects clients and yourself appeared first on Investment Executive.

]]> There’s more to team building than assessing skills https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/theres-more-to-team-building-than-assessing-skills/ Mon, 13 Nov 2023 05:03:00 +0000 https://www.investmentexecutive.com/?p=474686 A successful practice requires a diversity of personalities, work habits and individual styles. Use these tools to help create the right mix

The post There’s more to team building than assessing skills appeared first on Investment Executive.

]]> Edward Jones tries out teams https://www.investmentexecutive.com/news/industry-news/edward-jones-tries-out-teams/ Thu, 14 Sep 2023 16:54:03 +0000 https://www.investmentexecutive.com/?p=471548 The brokerage hopes to boost more than the bottom line by introducing multi-advisor offices

The post Edward Jones tries out teams appeared first on Investment Executive.

]]> Survey shows employers, workers might be aligning on hybrid work https://www.investmentexecutive.com/news/research-and-markets/survey-shows-employers-workers-might-be-aligning-on-hybrid-work/ Mon, 14 Aug 2023 20:52:57 +0000 https://www.investmentexecutive.com/?p=470074 Companies have now spent years ensuring employees can complete their duties both in-office and remotely

The post Survey shows employers, workers might be aligning on hybrid work appeared first on Investment Executive.

]]> How to improve your out-of-office messages https://www.investmentexecutive.com/news/people/how-to-improve-your-out-of-office-messages/ Mon, 14 Aug 2023 20:45:37 +0000 https://www.investmentexecutive.com/?p=470069 The point of a vacation auto-reply is to let the receiver know exactly how to proceed in your absence

The post How to improve your out-of-office messages appeared first on Investment Executive.

]]> Tips for leading an advisory team https://www.investmentexecutive.com/news/people/tips-for-leading-an-advisory-team/ Fri, 04 Aug 2023 19:12:03 +0000 https://www.investmentexecutive.com/?p=469498 Leaders need to build a sense of community on their teams and ensure members feel valued

The post Tips for leading an advisory team appeared first on Investment Executive.

]]>