Avoid scandals by having compensation programs in place to encourage appropriate behaviour, along with enforcement procedures to discourage wrongful behaviour
The decision to move from your residential setup into a full-fledged commercial office should be part of the plan to grow your business — and not simply based on you feeling the need to make a change
Establish your vision, then find a model that gets you there
Working with a partner means choosing a team structure
Integrity, honesty and ethical behaviour are key to repairing the damage caused by high profile scandals during the financial crisis
Getting your staff out of “summer mode” can be a challenge
Improving your clients’ financial literacy should be a part of your advisory practice
Get started with a reliable laptop computer, an Internet connection and cloud-based data backups