Rosemary Smyth, Business Coach

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

Rosemary Smyth & Associates work with advisors that are ready for transformation. Those advisors who want to take bold steps to grow their business and to break down the barriers that have been holding them back. We help advisors to make 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 team and we hold them accountable for that goal as well as focusing on their own leadership development.

New for 2015!! Emotional Intelligence Assessments

We are now offering Workplace EQ, Leadership EQ and Team EQ. These packages contain a detailed EQ report with developmental recommendations and include a 60 minute coaching session

Often thought of as so-called "soft skills", emotional intelligence is what makes the difference in today's world of work. The good news is that unlike IQ, you can improve your EQ throughout your life.

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

  • Helping Clients Deal with Regret
    Rosemary Smyth
    Nov 18, 2015
    No one succeeds in life without making mistakes. For some, the investing world is a place to learn whatever lessons life has to teach them and then they move forward with wisdom. This gleaning what you can from the past is far different from those who...
  • Different Perspectives: Task-person vs. People-person
    Rosemary Smyth
    Oct 29, 2015
    When people ask you if you are more of a task-person or a people-person they are usually asking if you are more concerned with the work at hand rather than forming relationships. Most people are more than just one or the other and some of today’s roles...
  • Back to Basics – Success Plan Template
    Rosemary Smyth
    Sep 24, 2015
    A success plan is a combination of an action plan and business plan, mixed in with your values and dreams. It encourages you to consider a vision of your business that is barely believable and to stretch you in taking risks and embracing challenges.

© 2009 Rosemary Smyth & Associates