practice | Investment Executive https://www.investmentexecutive.com/tag/practice/ 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 | Investment Executive https://www.investmentexecutive.com/tag/practice/ 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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]]> 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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]]> Tech test: How innovative is your practice? https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/tech-test-how-innovative-is-your-practice/ Mon, 21 Mar 2022 04:04:00 +0000 https://www.investmentexecutive.com/?p=440907 Are you on the leading edge of technology or is your business falling behind? Take the quiz

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]]> Showing wealthy clients the value of a financial plan https://www.investmentexecutive.com/building-your-business/practice-management/showing-wealthy-clients-the-value-of-a-financial-plan/ Mon, 10 Oct 2011 10:00:00 +0000 https://www.investmentexecutive.com/uncategorized/showing-wealthy-clients-the-value-of-a-financial-plan/ The post Showing wealthy clients the value of a financial plan appeared first on Investment Executive.

]]> Hartman: Strategy for buying and selling a practice https://www.investmentexecutive.com/in-depth_/special-reports/hartman-strategy-for-buying-and-selling-a-practice/ Mon, 11 Jul 2011 11:00:00 +0000 https://www.investmentexecutive.com/uncategorized/hartman-strategy-for-buying-and-selling-a-practice/ The post Hartman: Strategy for buying and selling a practice appeared first on Investment Executive.

]]> Lawyer: Sophistication elemental to KYC compliance https://www.investmentexecutive.com/building-your-business/practice-management/lawyer-sophistication-elemental-to-kyc-compliance/ Fri, 13 May 2011 15:54:00 +0000 https://www.investmentexecutive.com/uncategorized/lawyer-sophistication-elemental-to-kyc-compliance/ The post Lawyer: Sophistication elemental to KYC compliance appeared first on Investment Executive.

]]> Jim Rogers: My top three books for advisors https://www.investmentexecutive.com/building-your-business/practice-management/jim-rogers-my-top-three-books-for-advisors/ Thu, 21 Apr 2011 18:58:00 +0000 https://www.investmentexecutive.com/uncategorized/jim-rogers-my-top-three-books-for-advisors/ The post Jim Rogers: My top three books for advisors appeared first on Investment Executive.

]]> “Let them smell the leather”: Rogers on the financial plan sale https://www.investmentexecutive.com/building-your-business/financial-planning/let-them-smell-the-leather-rogers-on-the-financial-plan-sale/ Mon, 11 Apr 2011 19:40:00 +0000 https://www.investmentexecutive.com/uncategorized/let-them-smell-the-leather-rogers-on-the-financial-plan-sale/ The post “Let them smell the leather”: Rogers on the financial plan sale appeared first on Investment Executive.

]]> Litigation lawyer: Know your client and prove it with notes https://www.investmentexecutive.com/in-depth_/special-reports/litigation-lawyer-know-your-client-and-prove-it-with-notes/ Thu, 07 Apr 2011 12:00:00 +0000 https://www.investmentexecutive.com/uncategorized/litigation-lawyer-know-your-client-and-prove-it-with-notes/ The post Litigation lawyer: Know your client and prove it with notes appeared first on Investment Executive.

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