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 Program-3 Steps to Revitalizing Your Client Experience

In this coaching program we will analyze all areas of the client experience and create action steps to implement opportunities to take your client experience to the next level. This is a 60 min. meeting where we identify service level agreements for each of your client tiers, complete an analysis of your current client experience and then discover opportunities to add additional services, products and resources.

New Workshops-Perfect Prospect Profile and Develop Your Expert Status

Perfect Prospect Profile-This is a laser sharp 60 min. workshop 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 fast paced 60 min. workshop 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

  • Enhance Your Everyday Negotiating Techniques
    Rosemary Smyth
    Mar 24, 2014
    When we hear the word “negotiating”, we often think of closing a big sale or making a big purchase but negotiating is something that can happen every day with family, co-workers and clients. You are negotiating any time you tell someone that what you want...
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  • Add Value to Your Client Experience
    Rosemary Smyth
    Feb 24, 2014
    With phase two of the Canadian Securities Administrators' (CSA) and IIROC’s Client Relationship Model (CRM) rules looming for most advisors, now is a perfect time to consider what you can do to add value to your client experience. This year starting in...
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  • Run your Own Race
    Rosemary Smyth
    Jan 21, 2014
    With the Olympics around the corner we are hearing from the athletes that they are all wanting to “peak” for their Olympic event. They also are planning what their strategy will be for the event, checking out who their competitors are and how they are...
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