Practice

Buyers and sellers: Finding the perfect match Fallback Image Decorative pattern

Planning and Advice

Buyers and sellers: Finding the perfect match

(October 2008) Last month, Peter Gemmell, branch manager at Assante Wealth Management in Abbotsford, B.C., guided us through the early stages of buying a book of business for an advisor in his branch. Click here for that story. This month, we’ll focus on how he ensured the seller’s book matched the buyer’s needs, and the […]

By Alison MacAlpine |October 17, 2008

6 min read

Print this package: Transitioning your business, part 1 Fallback Image Decorative pattern

Planning and Advice

Print this package: Transitioning your business, part 1

(October 2008) Our recent special report, Transitioning your business, examines the issues you face when buying and selling a practice. This is the first of a three-part series. Part 2 launches on October 23 and Part 3 will launch on December 2. If you’ve had a chance to peruse the package and you’re looking for […]

By Staff |October 14, 2008

2 min read

Outside Edge: Keeping pace Fallback Image Decorative pattern

Planning and Advice

Outside Edge: Keeping pace

And, while Generations X and Y are inheriting society, and colouring it with their own dreams and aspirations, evolving demographic trends are presenting their own unique challenges and opportunities. We know all of this, but what we may not have a handle on is the fact that the pace of learning needs to be faster […]

By Joseph Iannicelli |October 8, 2008

3 min read

Choose your clients Fallback Image Decorative pattern

Planning and Advice

Choose your clients

So, you’ve got your qualifications, secured a licence, even sold a few policies or investments. What next? Chat with some of the old school and they’ll say success as an advisor is all about activity—“see the people; see the people; see the people,” they chant. Well, that’s true, but it sounds like a lot of […]

By Bhupinder Anand |October 8, 2008

5 min read