Robin Riviere

Robin Riviere spent 25 years working alongside financial advisors and planners — visiting hundreds of offices, observing how practices were built and learning from their wins and struggles. She is now president of Dimensions Advisory Group.

Planning and Advice

Benchmarking and peer groups: getting the comparison right

There are many benchmarks to choose from — make sure you're selecting an apples-to-apples comparison

By Robin Riviere |April 21, 2026

3 min read

Your Business

Advisors don’t need more time — they need fewer bottlenecks

You won’t achieve sustainable growth until your team stops asking you to solve every problem

By Robin Riviere |April 2, 2026

3 min read

Planning and Advice

Preparing clients for an unplanned exit

It is the hidden gap in retirement planning — and more than half of Canadians fall in

By Robin Riviere |March 5, 2026

3 min read

Planning and Advice

Philosophy for advisors

A clearly articulated set of beliefs is the operating system of a successful practice

By Robin Riviere |February 17, 2026

3 min read

Your Business

An advisor-led model puts you in competition with institutional managers

If you want to win the big clients, you have to beat the big competitors

By Robin Riviere |January 20, 2026

3 min read

Planning and Advice

There’s more to KYC than documentation

5 best practices that stop problems before they start

By Robin Riviere |January 5, 2026

3 min read

Your Business

Why great advisors plan for storms before they arrive

Readiness is a competitive advantage — three steps to getting it right

By Robin Riviere |December 1, 2025

3 min read

Your Business

Why every advisor needs references

Five times you need people to validate your work, and five best practices when you’re asking for them

By Robin Riviere |November 13, 2025

3 min read

Your Business

Beware the curse of busy

Burnout is real — five best practices to break the busyness cycle

By Robin Riviere |October 29, 2025

3 min read

More Columnists

Daniel Collison

Your Business

10 steps to winning business with estate planning

May 8, 2026|4 min read

Network prospecting

March 25, 2026|5 min read

John Novachis

Your Business

Is your junior advisor ready to take the lead?

February 11, 2026|4 min read

Here’s why advisors need a business continuity plan

October 22, 2025|4 min read

Kevin Hayes

Your Business

The real reason your firm isn’t growing

April 15, 2026|4 min read

The hiring decisions shaping advisory firms in 2026

January 27, 2026|4 min read

Jim Lyons

Your Business

AI is making it harder for clients to make decisions

April 6, 2026|3 min read

We made it to Newport

January 23, 2026|2 min read

Mathieu Messina

Your Business

Three steps to a next-gen client relationship

May 5, 2025|2 min read

Jeffrey MacDonald

Your Business

How key performance indicators can transform your practice

October 7, 2025|3 min read

Are you ready for the second half?

July 7, 2025|3 min read