At Leading Advisor, we’re always hiring—whether directly or on behalf of our clients. Right now, we’re managing four active searches across Canada and the U.S.…
Fresh Insights I’ll Be Sharing at Advocis South Saskatchewan’s Fall PD Day After years of speaking across the financial services industry—from Advocis to MDRT to…
As a Fractional Chief Operating Officer, one of the ways I support financial advisor business owners is by coaching their associate advisors—many of whom are…
It started, as many great solutions do, with a problem. A client was struggling to find the right Financial Services Administrator for their team. They…
Have you ever spent valuable time with a promising prospect—offering insight, strategy, and direction—only to have them enthusiastically say “yes,” then never follow through? If…
I’m sad to share that Laura’s mother, Helen Mallett / Gunter-Smith, passed away peacefully at 6:43 a.m. on Tuesday, June 17, at the Royal Jubilee…
This week, I experienced something both mundane and extraordinary. I was working through the final stages of a complex hiring decision — on a Friday,…
It’s May 30, 2025, and the end of another emotionally and physically exhausting week—one of those focused coaching weeks filled with a dozen or so…