Advisor Brian Himmelman of Halifax says building trust among clients is key to establishing a successful financial advisory business in today’s market.“Credibility is an issue. Clients are looking for someone with experience,” he says.That gives newcomers two options. First, they can become a junior advisor and learn from top advisors. “It’s a tuition fee,” says […]
Print on both sides of a sheet of paper, replace incandescent bulbs, repair leaky taps, use reusable mugs in office kitchen
Clients’ registered investments won’t be on the hook should legal issues arise
Study the market, calculate how much space you will need, make sure there is a sublet clause
If you are running flat out, you may pay a price with your health, work performance or happiness
To lose the bid would is one thing, but to never get out of the starting gate is amateur
CALU chairman Bob Owens believes in having a clear vision and giving back to the financial services industry
Many family members and friends won’t tell you if you have bad breath — but, in the future, your cellphone might
Financial services traditionally has been built on relationships. But the foundation is shifting, says Bob Owens, CEO of Owens MacFadyen Group in Saint John, N.B. “Young people will have to be a little smarter and more worldly,” he says. “Relationships will matter less than value. It might be just as important to belong to a […]
A high-school teacher introduced Millicent Hicks to saving for the future; now she is a TD Waterhouse financial planner