Etcetera Projects - Transforming Advisor Success Through Proven Practice Infrastructure
Canadian MGAs are facing converging pressures that traditional approaches can't solve. Over 70% of new advisors fail within three years despite MGAs investing $25,000 to $50,000 per recruit. Advisors increasingly view MGAs as obstacles rather than partners. Manual processes consume resources while regulatory requirements like Ontario's Bill 216 demand sophisticated compliance systems by 2026. Meanwhile, 37.5% of experienced advisors approach retirement, creating a massive knowledge transfer challenge. (and an opportunity ripe for the taking)
The industry suffers from what we call systematic problem blindness - overlooking the best development opportunities that already exist within successful practices. Those high-potential team members who understand the business and have client relationships represent untapped growth and succession solutions requiring far less investment than external recruitment. “Do more with what you have” and the natural byproduct is attracting more tenured advisors to the organization.
MGA leadership teams are stretched beyond capacity, absorbed by operational demands with little bandwidth for the systemic transformation these challenges require. This is where Etcetera Projects provides critical expertise.
After decades of transforming advisory practices, we've developed systematic intelligence - the combination of practice infrastructure, implementation expertise, and continuous improvement that turns operational chaos into competitive advantage. Our methodology is tested, refined, and working across hundreds of implementations across Canada - in all .
We provide:
We serve as rocket fuel for your leadership team, providing dedicated external capacity to execute strategic vision while they manage daily operations.
For your CEO: We deliver measurable ROI through improved advisor retention and productivity, creating differentiation that drives recruitment and growth.
For your COO: We optimize operations through systematic workflows and proven frameworks, reducing support costs while improving service quality.
For your Compliance Officer: We embed regulatory requirements into operational workflows, transforming compliance from cost center to value driver.
For your CTO: We ensure technology adoption through practice infrastructure that makes systems integral to daily operations, maximizing your technology investments.
For Field Leadership: We build meaningful impact, amplify experienced voices, provide tools and frameworks that make mentorship scalable and development predictable, replacing guesswork with proven methodologies.