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Joanne Goodrich and Rick Livingstone, advisors at RBC Dominion Securities Inc., describe their partnership, client retention strategy and business growth. They spoke at their office in Burlington, Ont. (Part 11 of 12)
For more, see:
Maureen Halushak's series on Team Building.
Duration: 5 min 37
Duration: 5 min 29
Tina Tehranchian, a senior advisor with Assante Capital Management Ltd., describes the vision and goals she set for her business, the team she built to support that vision and the branch she manages. George Hartman, executive vp of the Covenant Group, contributes to the discussion. (Part 3 of 12)...
Duration: 5 min 20
Robert McClelland, a senior advisor with Assante Financial Management Ltd., introduces the team he built at McClelland Financial Group in Richmond Hill, Ont., and how the team helps him manage his growing business. Julie Littlechild, president of Advisor Impact Inc., and Dan Richards, president...
Duration: 2 min 24
Julie Littlechild, president of Advisor Impact Inc., discusses why advisors hesitate to start building a team. She spoke at the TSX media centre in Toronto.
For more, see:
Maureen Halushak's series on
Duration: 6 min 34
Three senior advisors describe the teams they’ve built around their practices, their first steps, and the fundamental benefits to building a team. Two practice management consultants contribute to the discussion. (Part 1 of 12. Part 2 will be published the first week of March.) Correction:...
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