Rob McClelland

How to build a powerful service model

In a roundtable discussion, two prominent advisors reveal what works best for their firms

Amid tariff chaos, managing emotions is as important as managing wealth

Almost every meeting might start with a bit of ‘Trump-talk’ but its advisors’ job to keep clients focused on the long-term

How we built an advisory office for the future

Why advisory practices should look at their physical office space in a rapidly evolving industry

For one wealth practice, reimagining the workspace has done wonders

Veteran advisor shares how new work setup, complete with Zoom rooms and a bullpen, has changed the dynamic for his team

How staffing up is paying dividends for veteran advisor's practice

Adding young blood to talent pool has added value for clients and helps future-proof the business, says top financial advisor

Advising the adventurous: how this advisor builds travel plans for clients

Veteran advisor shares from-the-practice insights on jet-setting retirees’ budgeting, currency management, and other decisions

Shooting for the moon might lead to a crash, says seasoned advisor

Senior financial planner warns against chasing high returns in private equity

No need to rethink RRIF withdrawals, says veteran advisor

Time to delay mandatory RRIF withdrawals? Or do retirees have other options to offset longevity risk?

Wealth Professional’s Top 50 Advisors for 2023 revealed

Industry's finest excelled in steering clients' portfolios through economic storms

Top 50 Advisors 2022

Wealth Professional salutes 50 advisors whose embodiment of excellence has catapulted them to the top of the industry