It pays to specialize from the start, and listen to your clients
Recent rookies say: listen to your mentors
Clarify roles and hire for the long term
Insurers take steps to recruit and train the next generation of independent advisors
Firm reaches candidates with a “warm call”
Let them personalize their work spaces and wear their earbuds; give them technological problems to solve
Report recommends raising RRSP contribution limit
Edward Jones maintains grasp on top 10
An advisor’s first few years in the financial services industry can be the toughest. Here are some strategies that can help those new to the industry achieve enduring success
“There are a lot of people out there right now who are looking for another career,” says Bill Charles of Investors Group