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Do You Participate in Quarterly Reviews? by Ted Girard

Greg Powell The first quarter of 2016 is now behind us. We should look back and evaluate the success of the last three months. While many of us conduct monthly reviews, it's just as important to participate in quarterly reviews. Each quarter-end represents an opportunity to examine the business more broadly and address large functional areas. It allows you and your team to step back from the daily work and think more strategically and collaboratively.

The goal of quarterly reviews is to review your results from the previous quarter, check in on your company's cultural health and team performance, identify factors affecting the industry and adjust the plan accordingly, and plan your next successful quarter.


GAMA Leadership Series

If you're looking to grow your practice, you need highly productive advisors on your team to be successful. Attend these highly interactive workshops now available to you in Burnaby and Toronto to discover the best practices used by successful agencies for bringing only the best advisors on board.

Earn 30 CE credits in 4 days!

Visit for more information and to register.

2016 GAMA International Canada Management Awards

We at GAMA International Canada are pleased to recognize the achievements of GAMA leaders in Canada's financial services industry.

Submit your 2016 application(s) for the following awards by Monday, May 2, 2016.

  • Agency Achievement Award (AAA and AAA Gold)
  • National Management Award (NMA)
  • Agency Builder Award (ABA and ABA Gold)
Click here for awards application forms.

For more information or to submit nomination application forms, email

GAMAMillennials make up about one-third of the workforce today and many are embarking on a career in the advisory industry and doing so at a unique time in the history of the profession.

How do you chart a career oath and handle compensation with this growing workforce? Get into the mind of millennials and learn how office culture and communication can impact recruitment and retention.

DOWNLOAD GAMA's Newest Brief on Millennials

Your March/April Digital
GAMA International Journal (GIJ) has arrived
Highlights Include...

The 2016 Management Hall of Fame

A Recruiting Tuneup

Managing Across Generations

Recruiting & Retaining the Next Generation

Access your March/April edition

Looking for ways to get involved?

The GAMA Canada Board is looking for members to get involved. If you're interested in volunteering or know someone who is, please put your name forward or feel free to suggest a name and email it to us at

Stay connected with events and others in the industry!

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