pleasant opportunities with income-splitting loans

How independent advisory firms are helping younger people get into the industry

The Globe and Mail
January 11, 2024.

In a Globe and Mail article about attracting and developing young talent in the investment industry, Richardson Wealth highlights our $25-million internal succession planning program, our mentorship group for women, and a pilot sales training program called The Thin Slice.

“The Thin Slice program is for younger employees who work in a supporting role on the advisor team or new advisors who want to build their skill set,” says Natalie Bisset, Senior Vice President and Head of Corporate Development at Richardson Wealth in Toronto.

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