Joanne Ferguson, president, coach and consultant, Advisor Pathways, tells how one assistant brought in an additional hundred thousand dollars from a client with a single phone call. In the second video of our serious The Right Fit," she gives pragmatic tips on how assistants can help build your book of business, including solid success stories and practice management tips for integrating your team. Ferguson spoke with Brent Jolly, reporter with Investment Executive, at the TMX Broadcast Centre in Toronto.
Joanne Ferguson, president of Advisor Pathways, explains what advisors need to know about hiring the right assistant. Ferguson addresses where to find the best candidates, hiring mistakes to avoid and interview questions that can pinpoint the right person for the job. Ferguson spoke with Brent Jolly, reporter with Investment Executive, at the TMX Broadcast Centre in Toronto.
Joanne Ferguson, president, coach and consultant with Advisor Pathways, explains how to involve your whole team to make a client appreciation event a success. Ferguson outlines the roles that team members can play and gives key tips on how each member of the team can solidify client relationships and build referrals. She spoke with Fiona Collie, Investment Executive reporter, at the TMX Broadcast Centre in Toronto.