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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
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...
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
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...
Duration: 6 min 07
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
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
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...
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...
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)...
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