Jim Ruta explains the common reasons clients switch advisors and gives tips for boosting client retention
Jim Ruta, former Agency executive manager, keynote speaker and coach at JimRuta.com, explains the common reasons clients switch advisors, and gives tips for boosting client retention.
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
Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?
Firms must communicate with advisors and provide training when implementing new systems
Advisors want fair compensation plus the ability to avoid conflicts of interest when meeting clients' needs
The acquisition also marks the launch of Canaccord’s Ottawa office