What changes when your portfolio is managed actively? A short story from my transition out of bank planning into independent practice — and why portfoliooversight matters more in changing markets. What I noticed after 8 years inside a major bank For eight years, I worked as a Financial Planner with a major Canadian bank. I […]

Your customers hold the key to your success — and they’re willing to tell you how. Learn how to gather and use customer feedback to improve your products, fine-tune your services, and build long-term loyalty. We explore tools for collecting feedback and how to turn criticism into constructive change.