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

2026

iA Financial Group announces leadership transition at Richardson Wealth: Julie Gallagher to be appointed as President and Chief Executive Officer

iA Financial Group announced the appointment of Julie Gallagher as President and Chief Executive Officer, Richardson Wealth, effective immediately.

1 minute read

2026

Does saving RRSP contribution room for high-income years make sense?

Many think of unused RRSP contribution room as a missed opportunity, but Andrew Feindel shares that it can be used when it will have the…

1 minute read

2026

Worried about a market crash? Here’s how to protect your retirement savings

February 17, 2026 - Anwar Husain shares that while a negative year will eventually arrive, it is not possible to accurately predict the timing. The…

1 minute read