The Globe and Mail
July 6, 2026.
Advisors should be just as intentional about finding the right client as clients should be about finding the right advisor, writes Susan O’Brien, Senior Wealth Advisor at Richardson Wealth.
That means taking the time to assess which types of clients they work with best. Whether that’s entrepreneurs, young professionals, executives or those approaching retirement, advisors can differentiate themselves by leaning into their strengths and finding clients whose needs align with their expertise.
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