The financial services practitioner program will now be offered at more than one college for the first time since launching in 2006
Getting it right the first time saves time and money
It pays to specialize from the start, and listen to your clients
Recent rookies say: listen to your mentors
Clarify roles and hire for the long term
Insurers take steps to recruit and train the next generation of independent advisors
Firm reaches candidates with a “warm call”
Let them personalize their work spaces and wear their earbuds; give them technological problems to solve
Report recommends raising RRSP contribution limit
Edward Jones maintains grasp on top 10