The summer months tend to be quiet periods in most financial advisory practices. Here’s how to use this downtime to find ways to help take your practice to the next level. In part one: find new ways to succeed. In part two: how to keep your team motivated. In part three: running a staff retreat.
July 22, 2013Summer is an good time to step away from the business and charge up the team
Set a good example and maintain a positive atmosphere
A slow period offers opportunities to find new ways to succeed
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
We dive into the intricacies of ETFs and investigate how the market is responding to recent trends.
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…
