In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how you can help clients stick with their plans by demonstrating that you are not taking things for granted. He advises renewing portfolios on a consistent basis and giving proactive advice.
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?
Dramatic revenue increase needed to keep pace with systems costs: regulators
Certification body agrees not to challenge CIFP’s right to use trademarked Chartered Financial Planner designation
Brokers' texting, whistleblower protections among regulator's priorities