Financial advisors: What happens when a valued member of your team leaves? Check out my Globe and Mail article on this often-overlooked aspect of practice management. Chosen as one of Globe Advisor’s Best of 2020: Top 10 practice management concerns.
New Year, new you
The new year is the natural time to turn over a new leaf with finances. However, best intentions are typically forgotten within a few weeks. Check my latest interview on CHCH TV for some tips on...