7 lessons every new advisor should learn

The Globe and Mail
January 5, 2026.

Evan Riddell, Wealth Advisor at Richardson Wealth, shares seven lessons on breaking into the financial advisory business, a process that can feel like a trial by fire.

Evan notes that advisors who learn to manage rejection, build on their strengths, focus on holistic financial planning and commit to continuous learning will lay the foundation for lasting success.

*Globe Advisor subscription required.

Related articles

Daily market commentary

Launch Pad

Stay on top of market movements with the Launch Pad. Updated daily.

1 minute read

Tax savings

2025 Federal budget

In the face of global uncertainty and significant economic shifts, Budget 2025 is intended to be an investment budget aimed at transforming Canada’s economy to…

1 minute read

2025

iA Financial Corporation Inc. completes acquisition of RF Capital Group Inc.

iA Financial Corporation Inc. and RF Capital Group Inc. announced today the successful completion of the previously announced acquisition of RF Capital.

1 minute read