Practice management | Investment Executive https://www.investmentexecutive.com/tag/practice-management/ Canada's news source for financial professionals Tue, 07 Apr 2026 14:13:18 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 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 Trust is the foundation of scalable advisory practices https://www.investmentexecutive.com/soundbites/practice-management-soundbites/trust-is-the-foundation-of-scalable-advisory-practices/ Tue, 07 Apr 2026 17:01:59 +0000 https://www.investmentexecutive.com/?p=535501 Part 2 in our series with Chris Reynolds of IPC, discussing his new book, The Six Circle Strategy. This week: Trust

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]]> Transcript: Trust is the foundation of scalable advisory practices https://www.investmentexecutive.com/soundbites/transcripts/transcript-trust-is-the-foundation-of-scalable-advisory-practices/ Tue, 07 Apr 2026 17:01:21 +0000 https://www.investmentexecutive.com/?p=535493 Part 2 in our series with Chris Reynolds of IPC, discussing his new book, The Six Circle Strategy. This week: Trust

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]]> Plan the ending before planning the handoff https://www.investmentexecutive.com/soundbites/practice-management-soundbites/plan-the-ending-before-planning-the-handoff/ Tue, 17 Feb 2026 18:01:25 +0000 https://www.investmentexecutive.com/?p=531509 John Novachis of Investment Planning Counsel says succession planning starts with having the end in mind

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]]> Transcript: Real vision means passion for results, not platitudes https://www.investmentexecutive.com/soundbites/transcripts/transcript-real-vision-means-passion-for-results-not-platitudes/ Tue, 03 Feb 2026 18:01:50 +0000 https://www.investmentexecutive.com/?p=530510 Part 1 in our series with Chris Reynolds of IPC, discussing his new book, The Six Circle Strategy

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]]> 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

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]]> 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

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]]> 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

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]]> 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

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]]> 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

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]]> 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

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