Ellen Bessner

Ellen Bessner

Don’t get sued: The importance of monitoring client changes

February 13, 2017 Ellen Bessner
Ellen Bessner

Don’t get sued: The importance of really knowing your clients

January 16, 2017 Ellen Bessner
Ellen Bessner

Don’t get sued: Choose the right clients

December 19, 2016 Ellen Bessner
Ellen Bessner

Assistants can be crucial to an advisor’s business

November 21, 2016 Ellen Bessner
Ellen Bessner

Don’t make your clients’ problems your own

October 24, 2016 Ellen Bessner
Ellen Bessner

The “F” word

September 26, 2016 Ellen Bessner
Ellen Bessner

OBSI, for better or for worse

August 29, 2016 Ellen Bessner
Ellen Bessner

The increasing complexities of senior clients with POAs

August 2, 2016 Ellen Bessner
Ellen Bessner

Regulators send clear message to protect senior clients

July 4, 2016 Ellen Bessner
Ellen Bessner

Pass a mystery shopping exercise with flying colours

June 6, 2016 Ellen Bessner
Ellen Bessner

Don’t practise “The Ostrich Phenomenon”

May 9, 2016 Ellen Bessner
Ellen Bessner

Protect senior clients from their loved ones

April 11, 2016 Ellen Bessner