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.

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