IE Video -- Team Building -- Part 9: Succession plans flow naturally from team growth

Advanced Search

Part 9: Succession plans flow naturally from team growth

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 Team Building.

Duration: 5 min 56

October 7, 2008 9:31 AM EDT
Link to this video
Embed this video

January 6, 2009

Select by date

Part 12: Process drives team to growth

Duration: 5 min 17

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...

December 2, 2008

Select by date

Part 11: Partnership boosts business growth

Duration: 5 min 37

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

November 5, 2008

Select by date

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

Select by date

Part 9: Succession plans flow naturally from team growth

Duration: 5 min 56

September 5, 2008

Select by date

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

Select by date

Part 7: Compensation models to motivate business growth

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

July 3, 2008

Select by date

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

Select by date

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...