Firms must communicate with advisors and provide training when implementing new systems
Active listening and asking the right questions are key to checking on clients' sense of well-being
Some areas, such as tax and estate planning, showed room for improvement
MGAs and carriers are revamping their support programs in response
Segmenting your clients by revenue rather than assets can provide valuable insights
Steph Condra, coming from BMO Private Wealth, will pick up where former president Jordy Chilcott left off
Plus, new head of Fiera Canada, and IG Wealth focuses on recruitment
A successful practice requires a diversity of personalities, work habits and individual styles. Use these tools to help create the right mix
Leaders need to build a sense of community on their teams and ensure members feel valued
Follow these tips to protect your licence and reputation