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The key to achieving a resolution lies in knowing how to tackle it effectively, and few people understand what it takes to make a big change better than a coach.
Whether you’re helming a multinational corporation or leading a small team, the initial steps you take in the first month of the year can set the tone for the next 11.
Mark Kent, president and CEO of Portfolio Strategies Corp. in Calgary, says the firm will only need to make minor changes as a result of the client-focused reforms, mostly around advisor training and updating documentation. Photo by Todd Korol/Globe & Mail
Todd Korol/The Globe and Mail
This article is the third in an ongoing series on the client-focused reforms, which will place investors’ interests first in their dealings with financial advisors and dealer firms and have a consequential impact on advisors and the investment industry.
The pandemic-driven shift to remote work has been both a help and a hindrance to investment industry firms working on updating their client relationship policies and procedures to meet new investor-protection rules that come into effect fully by the end of this year.