Practice

Develop a partner-based business model

You’ve decided to moveto a partner-based model. What now? List the desired skills and areas of expertise you’re looking to bring into your practice. While this will ultimately serve as a checklist in your quest, it will also indicate if you should be seeking one partner or several.

By Michelle Patey |August 4, 2011

6 min read

Aging clients pose challenges

Michael Berton, a Senior Financial Planner with Assante Financial Management in Vancouver, knew his client’s mental faculties were slipping when he started getting weekly phone calls.

By Leigh Doyle |August 4, 2011

12 min read

Round Table: Juggling work and life

Running a successful advisory practice while still maintaining a rich home life is the holy grail for any advisor. Advisor’s Edge hosted leading Canadian CFAs who’ve been able to do just that and asked them their strategies for improving work-life balance.

By Dean DiSpalatro |August 4, 2011

6 min read

Building your professional network

Few accounts are so simple that they require no outside counsel. That’s why it’s important to actively work on building a trusted network of professionals you can rely upon. Pretending you’re an expert at everything by trying to do it all yourself is generally a terrible idea because in most cases it will make the […]

By Raf Brusilow |August 2, 2011

4 min read