Rookies – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Sat, 09 Nov 2019 07:15:49 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Rookies – Investment Executive https://www.investmentexecutive.com 32 32 Focusing on the next generation https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/focusing-on-the-next-generation/ Mon, 15 Jan 2018 00:10:00 +0000 https://www.investmentexecutive.com/?p=344527 Some firms are revamping their strategies and training programs to ensure the next generation of advisors is prepared for a changing marketplace

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]]> Starting out https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/starting-out/ Wed, 01 Feb 2017 05:39:00 +0000 https://www.investmentexecutive.com/uncategorized/starting-out/ How can you prove yourself as a credible, trustworthy professional to older clients and employers?

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]]> Second-career advisors: getting started https://www.investmentexecutive.com/building-your-business/practice-management/second-career-advisors-getting-started/ Wed, 27 Jul 2016 16:50:00 +0000 https://www.investmentexecutive.com/uncategorized/second-career-advisors-getting-started/ Leverage the experience you gained in your previous profession

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]]> Four survival strategies for new advisors https://www.investmentexecutive.com/building-your-business/practice-management/four-survival-strategies-for-new-advisors/ Fri, 24 Jun 2016 15:50:00 +0000 https://www.investmentexecutive.com/uncategorized/four-survival-strategies-for-new-advisors/ Seek guidance and learn as much as you can

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]]> Four reasons to hire young advisors https://www.investmentexecutive.com/building-your-business/practice-management/four-reasons-to-hire-young-advisors/ Thu, 23 Jun 2016 18:30:00 +0000 https://www.investmentexecutive.com/uncategorized/four-reasons-to-hire-young-advisors/ They are tech-savvy and can retain assets held by young clients

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]]> Rookies: Start a best-practices exchange group https://www.investmentexecutive.com/building-your-business/practice-management/rookies-start-a-best-practices-exchange-group/ Thu, 22 Oct 2015 15:50:00 +0000 https://www.investmentexecutive.com/uncategorized/rookies-start-a-best-practices-exchange-group/ Expand your knowledge by sharing challenges and successes with other advisors

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]]> Rookies: Four ways to find valuable business advice https://www.investmentexecutive.com/building-your-business/practice-management/rookies-four-ways-to-find-valuable-business-advice/ Wed, 21 Oct 2015 14:30:00 +0000 https://www.investmentexecutive.com/uncategorized/rookies-four-ways-to-find-valuable-business-advice/ Get specific about the skills and strategies you want to improve

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]]> Networking for rookies https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/networking-for-rookies/ Fri, 18 Sep 2015 04:00:00 +0000 https://www.investmentexecutive.com/uncategorized/networking-for-rookies/ There is more to making contact with prospects than handing out business cards. A successful networking strategy takes planning, persistence and an understanding of your "ideal client" profile

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]]> Three ways to kick-start a second career as an advisor https://www.investmentexecutive.com/building-your-business/practice-management/three-ways-to-kick-start-a-second-career-as-an-advisor/ Wed, 16 Sep 2015 15:15:00 +0000 https://www.investmentexecutive.com/uncategorized/three-ways-to-kick-start-a-second-career-as-an-advisor/ The experience gained in another field can be a bonus

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]]> Rookies: Create a career-development plan https://www.investmentexecutive.com/in-depth_/special-reports/rookies-create-a-career-development-plan/ Fri, 11 Sep 2015 15:31:00 +0000 https://www.investmentexecutive.com/uncategorized/rookies-create-a-career-development-plan/ Think long term and share your goals with others

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