This website is published by CI Investments Inc. It is provided as a general source of information and should not be considered personal investment advice or an offer or solicitation to buy or sell securities.
Ce site Internet est publié par Placements CI. Il est fourni à titre d’information générale et ne devrait pas être considéré comme un conseil de placement personnel ou une offre ou sollicitation à acheter ou vendre des titres.
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This section focuses on business management strategies that will help advisors achieve their business goals through all lifecycle stages of a practice: building, sustaining and transitioning.
The building phase of an advisor's practice requires a dedicated focus on growth activities to ensure success. This involves developing a unique personal brand, creating an effective marketing strategy, generating business opportunities, and establishing a sustainable client base. The presentations and tools in this section will help advisors in all of these areas.
The sustaining phase of an advisor's practice requires proper maintenance to achieve a steady level of performance. During this phase, there is a shift in focus from growth activities to those that refine the practice. The presentations and tools in this section will help advisors manage this specific stage of their practice's lifecycle more effectively.
The transitioning phase of a practice lifecycle requires an advisor to prepare for their eventual exodus from the business. This may involve selling their book of business to another advisor or transitioning the practice to a family member. The presentations and tools in this section will help advisors navigate this final phase successfully.
