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Rosemary Smyth, Business Coach

Rosemary Smyth & Associates specialize in business coaching for financial advisors and managers across Canada and the US.

Rosemary Smyth & Associates work with advisors that are in transition: buying a book of business, moving firms, partnering up with another advisor and those who are taking bold steps to grow their business. We help advisors to make those big decisions and we partner with them to create a new vision for their business.

The managers that we coach want to instill confidence in their advisors and we hold them accountable for that goal as well as focusing on their own leadership development.

What's New For 2012- We've added a new coaching program, "7 Steps to a Smooth Transition". It's for advisors who want a smooth seamless transition to their next opportunity.

101 Success Tips and Strategies for Financial Advisors

101 Success Tips and Strategies for Financial Advisors 101 Success Tips and Strategies for Financial Advisors is now available for purchase. You will learn how to:
  • CREATE a compelling vision for your business.
  • BUILD lucrative relationships with your ideal clients.
  • DELIVER a meaningful level of client service.
  • ENHANCE your client communication skills.
  • CAPITALIZE on potential referral opportunities.
  • GET unstuck and dive back into your business

Purchase a Soft Cover
for $15.99




Purchase an E-book
for $6.99




Rosemary's Blog

  • Investment Executive Interview- It’s an honour just to be nominated
    Rosemary Smyth
    May 07, 2012
    “It’s an honour just to be nominated”-Exhibit your community awards, but remain humble By Fiona Collie, May 04, 2012 When you promote your awards to clients and prospects, you walk a fine line.
    Read More
    0
    advisors, awards
  • Interview with Investment Executive- Handling a Crisis Call
    Rosemary Smyth
    Apr 18, 2012
    Handling a crisis call-It pays to be prepared for bad news from clients By Fiona Collie | April 18, 2012 12:00 When a client calls to tell you he or she just got fired, you need to be ready to handle a tough conversation. The three most common reasons why...
    Read More
    1
  • Interview with Investment Executive-Get more out of your community involvement
    Rosemary Smyth
    Mar 27, 2012
    Join for the right reasons and keep the business aspect secondary By Fiona Collie | March 27, 2012 Becoming more involved in charity events and local initiatives can help you build your business while giving back to the community. "Being involved in the...
    Read More
    0
    advisors, community


© 2009 Rosemary Smyth & Associates