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Rosemary Smyth, Business Coach

Rosemary Smyth & Associates specialize in business coaching for financial advisors and 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 advisors and we hold them accountable for that goal as well as focusing on their own leadership development.

New Coaching Programs! Perfect Prospect Profile and Develop Your Expert Status

Perfect Prospect Profile -This is a laser sharp 60 min. meeting where we clarify your talents and strengths, what you like about your favourite clients and build a profile of what specific characteristics that you would like your perfect prospect to have.

Develop Your Expert Status-This is a face paced 60 min. meeting where we look at the problems that you solve for your target market, create a one-sentence expert status description and then clarify ways to implement your new expert status.

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

  • Develop an Expert Status That Attracts Your Target Market- Co-written with Aaron Hoos
    Rosemary Smyth
    May 29, 2013
    When you have a toothache, you don't go to your local mechanic's shop to have a cavity filled and when your car isn't running properly, you don't pay a visit to your dentist. Rather, you go to the professional who has the education, experience, and...
    Read More
    2
    advisors, experts, prospecting
  • Take Charge of Your Prospecting and Revitalize Your Sales Funnel -Co-written with Aaron Hoos
    Rosemary Smyth
    May 01, 2013
    Before embarking on a road trip, you need to know a few important facts – not only your point of origin and your desired destination but also a detailed map of the route you want to take. Your prospects go on a similar journey on their way to finding...
    Read More
    2
    advisors, sales funnel
  • Prospecting More Effectively in Four Easy Steps Co-written with Aaron Hoos
    Rosemary Smyth
    Mar 27, 2013
    The success of many of the top-earning financial advisors hinges on their ability to simply get more clients. Although exceptions to this rule exist, the advisors who outlast their peers and are nearing retirement with a big book of business are usually...
    Read More
    1
    advisors, prospecting


© 2009 Rosemary Smyth & Associates