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Part 7: Compensation models to motivate business growth

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Several senior advisors discuss the structure of their practices and how they compensate and motivate members of their teams. Practice management consultants join in the discussion. (Part 7 of 12.)

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

Duration: 6 min 07

July 30, 2008 3:46 PM EDT
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November 5, 2008

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Part 10: Business building on both sides of the ledger

Duration: 4 min 18

Chris Karram and Elisseos Irotakis, two certified financial planners and co-owners of Safebridge Financial Group in Toronto, describe their partnership and their business model and referral process. Irotakis is a mortgage broker while Karram specializes in insurance and investments. They spoke at...

October 7, 2008

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Part 9: Succession plans flow naturally from team growth

Duration: 5 min 56

Two senior advisors discuss their plans for succession planning, and how their firms look after clients when they retire. Practice management consultants contribute to the discussion. (Part 9 of 12) For more, see: Maureen Halushak's series on

September 5, 2008

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Part 8: Training team members for business growth

Duration: 5 min 13

Rick Livingstone, an advisor with RBC Dominion Securities Inc., in Burlington, Ont., and Robert McClelland, a senior advisor at Assante Financial Management Inc. in Richmond Hill, Ont., describe the approach to team training and development at their firms. Practice management consultants...

July 30, 2008

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Part 7: Compensation models to motivate business growth

Duration: 6 min 07

July 3, 2008

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Part 6: To grow, learn to delegate to the team

Duration: 5 min 58

Several senior advisors describe the structure of their practices and why they delegate administrative duties and share client relationships with team members. Practice management consultants participate in the discussion. (Part 6 of 12.) For more, see: Maureen Halushak's series on

May 29, 2008

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Part 5: Tips for sourcing and hiring team candidates

Duration: 4 min 52

Several senior advisors describe how they source, screen and interview candidates to fit their businesses. George Hartman, executive vp of the Covenant Group and Dan Richards, president of Strategic Imperatives Ltd., contribute to the discussion. (Part 5 of 12) For more, see: Maureen...

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)...