As many advisors prepare to retire, the financial services industry is focusing on recruiting a new generation of talent. In the first part of this series, find out how the industry is preparing for this looming demographic shift. In part two, learn about the skills and experience recruiters are seeking in new advisors. In part three, get tips for success from advisors with years of experience.
March 27, 2012Terry McCullough, professor and coordinator of financial services programs at George Brown College in Toronto, describes the three “must have” skill sets that young advisors need to enter the business and open a successful practice. He spoke with Investment Executive reporter Megan Harman at the TMX Broadcast Centre in Toronto.
Successful advisors recommend narrowing your focus, building a brand
Recruiters urge new advisors to master presentation skills, earn designations
As older advisors retire, firms are placing a new emphasis on recruiting, training young talent
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
We look at suitability, underwriting, insurance sales and much more in this year's edition
