Five ways to take your business to the next level
To be successful in today’s environment, it is no longer enough to be good at your craft as a financial advisor. You also have to be skilled at managing a business
You’ll save in more ways than you thought
Avoid scandals by having compensation programs in place to encourage appropriate behaviour, along with enforcement procedures to discourage wrongful behaviour
The decision to move from your residential setup into a full-fledged commercial office should be part of the plan to grow your business — and not simply based on you feeling the need to make a change
Establish your vision, then find a model that gets you there
Working with a partner means choosing a team structure
Integrity, honesty and ethical behaviour are key to repairing the damage caused by high profile scandals during the financial crisis