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

  • Advisors and Not-For-Profit Boards
    Rosemary Smyth
    Aug 25, 2014
    There are many advisors that volunteer, give back to their community and use their skills and talents to become board members for not-for-profits, foundations or endowments. They bring their strong financial background to the table and usually take on the...
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  • Easy Ways to Reframe Rejection
    Rosemary Smyth
    Jul 21, 2014
    The financial industry is rife with rejection and some advisors deal with it better than others. How do they deal with it? By building up their emotional strength to handle it and not taking it personally. Indeed, it is possible for advisors to...
    1
  • Letting Go of Less-Than-Ideal Clients
    Rosemary Smyth
    Jun 13, 2014
    Some advisors hold onto clients that they consciously know are bad for them instead of taking one bold step that could improve the quality of their business. The challenge of letting go is tough for some people especially if they see their business...
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© 2009 Rosemary Smyth & Associates