Julia Chapman

Succession planning: Securing your future

With the average age of a financial advisor in Canada being 54, many advisors are considering semi-retirement and starting to plan for succession. Time and time again, what they are lacking though are the different compensation strategies they can employ. Succession plans can vary with advisors depending on their product focus, length of time in […]

By Julia Chapman | May 25, 2010

4 min read

Planning and Advice

Mentoring an associate advisor

You’ve found the perfect advisor to work with. What do you do now? In my experience, many senior financial advisors looking for a junior associate to assist them do not properly execute their 90 day plan. They mistakenly believe a new advisor should be able to parachute into their practice with minimal support, training or […]

By Julia Chapman | April 20, 2010

4 min read