Mentorship program also aims to increase the association's membership, which has been declining
In part 3 of Not for Rookies Only, George Hartman, CEO of Market Logics, explains about how to craft a value proposition that will get a response. This task is tougher for rookies, but definitely not for rookies only. He spoke with Investment Executive senior editor Grant McIntyre, at the TMX Broadcast Centre in Toronto.
Poll reveals Canadian business owners in the start-up-phase are too focused on obstacles beyond their control
In part 2 of Not for Rookies Only, George Hartman, CEO of Market Logics, explains how successful advisors define their preferred client early in their careers. Advisors can then align resources, marketing, products and services around relationships that are clearly identified. He spoke with Investment Executive senior editor Grant McIntyre, at the TMX Broadcast Centre in Toronto.
In part 1 of this 3-part series, Not for Rookies Only, George Hartman, CEO of Market Logics, discusses solutions for the most common errors rookie advisors make. Hartman details a strategic plan to help make the first three years of an advisory practice a success. He spoke wit Grant McIntyre, senior editor at Investment Executive at the TMX Broadcast Centre in Toronto.
Rookie advisors often sabotage their careers by making simple, common mistakes. Here are some of the missteps newcomers frequently make, and ways to avoid them
Newbies can give you a fresh perspective
Terry McCullough, professor and coordinator of financial services programs at George Brown College in Toronto, describes the three “must have” skill sets that young advisors need to enter the business and open a successful practice. He spoke with Investment Executive reporter Megan Harman at the TMX Broadcast Centre in Toronto.
Successful advisors recommend narrowing your focus, building a brand
Recruiters urge new advisors to master presentation skills, earn designations