Guest Columnist Sandi Martin

Kudos to you, Sandi, for aligning your pursuits with your priorities. Might I suggest that a Canadian attorney might yield a higher ROI than Google AdWords in that, perhaps, you could navigate around your employment restrictions and continue to serve their needs without interruption. All the best in your new endeavor!

A great suggestion that hasn’t been overlooked. Thanks, Brian.

Inside my decision to leave salesy CIBC and start a financial planning shop in rural Ontario

Sandi Martin:  The choice I made: To leave a secure job with lots of room for advancement -- but only marginal room for fulfillment -- and build a business around the small part of the job that I love and am really, really good at. 

Google

CIBC

Sandi Martin

There are about $5 trillion of assets parked in traditional stock brokerage firms, but they're not likely to stay there. Every month, clients move some of their money to independent firms with fewer conflicts of interest. Brokers who want more control are moving their books of business, too.
In these Breakaway Stories, you'll find instructive, encouraging and sometimes funny stories about these breakaway brokers and their clients. The information in the stories is accurate as of the date of publication. We hope these tales are useful for breakaway prospects and for people interested in luring wirehouse talent to their firms.

Breakaway Stories

The RIA business is many good things but integrated from a gender standpoint is not one of them. This is not so great. Women are the majority of humanity and they have an asset-building strategy that can't be beat. Women outlive their beer-and-steak mates and end up with big estates. But today's women have too another strategy -- pursuing wealth in the workplace. Yet when they go to find fellow women to talk all this through with, they don't readily find them. 

Companies big and small have for decades fallen over themselves to say that they have women's initiatives but I can't think of one that has amounted to much. But there are stories-- dozens or hundreds -- of them about women exerting their influence on this business and we are starting to collect them. It's a starting place -- documenting the ground being covered by women in the form of engaging tales graphically depicted by the physiognomy of the fairer sex.

Women of Wealth Management

Still waiting for my bank non-compete to expire, I am plunging ahead with $58-dollar-a-month overhead and knowing I can help in my native community

Inside my decision to leave salesy CIBC and start a financial planning shop in rural Ontario

Related Moves

July 9, 2019 at 11:33 PM

Brian Hamburger

Sandi Martin

RIABiz Directory

White Paper Postings

Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

Directory

Archives

Connect