Practice management provider advances Accretive’s vision to become leader in client engagement
Rodrigo Gordillo, an advisor with Macquarie Private Wealth Inc., describes how he built $45-million in AUM in his first three years as an advisor - with lawyers as a niche market. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre.
Five ways to take your business to the next level
To be successful in today’s environment, it is no longer enough to be good at your craft as a financial advisor. You also have to be skilled at managing a business
You’ll save in more ways than you thought
Avoid scandals by having compensation programs in place to encourage appropriate behaviour, along with enforcement procedures to discourage wrongful behaviour
The decision to move from your residential setup into a full-fledged commercial office should be part of the plan to grow your business — and not simply based on you feeling the need to make a change