Rosemary Smyth, Business Coach

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

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

  • The Best Mix for Sustainable Business Growth
    Rosemary Smyth
    Jun 29, 2015
    It’s been a safe bet to prospect older clients in order to meet production and asset goals, as that is where the largest concentration of wealth can be found. That has been the trend for younger as well as older advisors. However, we are now experiencing...
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    advisors, growth
  • Moving Prospective Clients to the Optimal Planning Zone
    Rosemary Smyth
    Jun 01, 2015
    Financial planning professor John Grable conducted research into a prospective client’s level of financial anxiety and physiological arousal that would lead them to engage in a proactive planning process. His conclusions were that a prospective client had...
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  • 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...
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