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.
Globe Advisors Best of 2020: When a team member leaves
© 2021 by Robyn K. Thompson. All rights reserved. Reproduction without permission is prohibited. This article is for information only and is not intended as personal investment or financial advice.
I’m thrilled to announce that the Castlemark Wealth Management Team has been chosen by Wealth Professional Canada Magazine as one of Canada’s “5-Star Top Teams.” Each of the 15 winning advisory...