Let’s Talk About SHifT
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Rod Burylo, associate portfolio manager with Equate Asset Management Inc. in Calgary, runs continuing education classes on topics related to ethics and compliance, including one focused on practice succession and business continuity.
There’s an ethical reason for advisors to plan in case of sudden death: every advisor commits to “do certain things a certain way at a certain price” for clients, and that results in a moral obligation to make sure commitments are fulfilled.
Compliance and ethics goes beyond the boardroom for any organization. More than words on the page, this is the living, breathing fabric of organizational culture.
Here’s why we all need to talk about this SHifT.
Strategic, consistent conversations with experts will assist professionals and entrepreneurs alike to improve their business practices through interactive conversations inclusive of communication, leadership, culture, consulting, wellness, compensation, community, growth, and connection which creates actionable ideas for sustainable growth.
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