Jim Ruta, president, AdvisorCraft Media and Consulting, explains why delegating your cold calls can lose you business. He suggests working with a professional “ice-breaker” to make cold calling easier and more effective.
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?
As many as three members voted for a 25 bps cut to the rate, now at 4.75%
GDP growth has topped 2% in eight of the last nine quarters
Feds boost SR&ED, renew accelerated investment incentive
The S&P/TSX composite index fell 562.71 points