Succession is more than timelines and paperwork. It’s an intentional process of meaning, mentoring, and letting go. For many financial advisors and agency leaders, succession…
As a Fractional COO working with financial advisory firms and agencies, one of the most common frustrations I hear from leaders is this: “Why do…
If you lead a financial advisory team, you probably know the feeling: mornings that start with chaos. A client complaint that should have been handled…
If your advisory team is growing past three members, you’ve probably noticed the game has changed. You’re no longer just serving clients — you’re leading…
We’re entering a pivotal era for financial advisor leadership. The old model—one advisor, one book, one assistant—has rapidly given way to team-based firms, multi-generational succession…
There’s something energizing about a blank mind and page. It’s not just empty—it’s open. A signal that something new is ready to emerge. That’s exactly…
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…