Bob Owens makes sure clients are prepared - both psychologically and in their portfolios - for the market's ups and downs over the long term. He devotes a considerable amount of time and effort to client education
A good mentor can help you focus on what you will need to grow to the next stage
Successful veteran advisors share their strategies for staying positive and retaining clients - through good times and bad
Newbies can give you a fresh perspective
Successful advisors recommend narrowing your focus, building a brand
John McCallum spends many hours as director of business development for Freedom 55 Financial in Vancouver teaching and mentoring those who are beginning their careers as financial planners
An experienced advisor can provide practical advice and emotional support
Tips for mentoring a rookie advisor
Recent rookies say: listen to your mentors
How to share your knowledge with a junior