IE Video -- Team Building -- Part 12: Process drives team to growth

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Part 12: Process drives team to growth

Mark Begg and Serena Cheng, advisors at Richardson Partners Financial Ltd., describe their partnership, the financial planning process for their clients and the team that drives business growth. They spoke at their office in Toronto. (Part 12 of 12)

For more, see:
Maureen Halushak's series on Team Building.

Duration: 5 min 17

January 6, 2009 9:48 AM EST
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May 1, 2008

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Part 4: Defining roles inside an efficient practice

Duration: 6 min 37

Bruce Cumming, co-owner of Cumming & Cumming Wealth Management Inc. and Sheila Munch, a senior advisor at Assante Financial Management Ltd., describe their teams and how they assign roles to members. George Hartman, executive vp of the Covenant Group, provides some detail on creating and filling...

April 3, 2008

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Part 3: Building a team to achieve business vision and goals

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)...

March 3, 2008

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Part 2: Team building boosts business growth

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...

Team building: Jumping the mental hurdle

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

February 1, 2008

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Part 1: Successful advisors benefit from teams

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:...