Jim Ruta, president, AdvisorCraft Media and Consulting, says the most common prospect networking mistake is targeting too many people. He explains how focus your efforts on prospects who will be a good fit, and are likely to become clients.
Legacy protection demands careful planning and attention to detail — advisors have a role to play
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Firms should focus on retention as well as recruitment
BCSC sent case back to SRO panel, which dismissed allegations
Unemployment rate rises to 4.6%, the highest level since 2021
Breach not worthy of year-long suspension, CIRO panel finds
Revised rule introducing three tiers of MGAs seen as 'too broad', confusing