Rosemary Smyth, Business Coach

Rosemary Smyth & Associates specialize in business coaching for financial advisors, sales managers and project 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.

Project manager coaching is all about enhanced communication. Negotiating, influencing and managing during change are all areas that we partner together on to move to the next level.

New Coaching Program-Revitalizing Your Client Experience

We are proud to launch a new coaching and marketing program focused solely on helping advisors enhance their client experience. We will analyze all areas of the client experience and then create action steps to implement new opportunities to take your client experience to the next level. The result is that clients are happier, more content, willing to give referrals and appreciate your services.

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

  • Tips and Best Practices for Financial Advisors
    Rosemary Smyth
    Apr 30, 2015
    One of the most common definitions of best practices is, “a method or technique that has consistently shown results superior to those achieved with other means, and that is used as a benchmark”. For some advisors learning best practices comes from...
  • Plan to Improve Your Future Performance
    Rosemary Smyth
    Mar 30, 2015
    When we reflect about our job performance last year, we usually ask ourselves, did we reach our goals and what did we learn from last year’s experiences. We can also ask specific people for feedback and comments on how they felt about our job performance...
  • Create a Clearer Vision for Your Business
    Rosemary Smyth
    Jan 29, 2015
    There is a famous quote by Lewis Carroll that says, “If you don’t know where you are going, any road will get you there.” Having a vision and knowing where you want to go is one of the cornerstones of your business. By communicating what it is you want...
    advisors, vision

© 2009 Rosemary Smyth & Associates