February 2012

Interview with Investment Executive- Get to know your clients' heirs

Get to know your clients' heirs
By Fiona Collie | February 09, 2012

Building relationships with your clients' families is key to retaining assets and building your book.

Introducing yourself to your clients' children is an important part of building your business as an advisor, says Rosemary Smyth, owner and coach of Rosemary Smyth and Associates Inc. in Victoria, which specializes in coaching financial advisors. It is a way of getting referrals and positioning yourself as an expert.

Interview with Investment Executive- Handling the RRSP Home Stretch

How to keep control of your schedule and your health

By Fiona Collie | February 27, 2012

Make RRSP season less stressful this year — and every year — by getting organized and staying focused.

Getting a handle on RRSP season can help to streamline your business and keep a busy season from becoming hectic, says Rosemary Smyth, coach and owner of Rosemary Smyth and Associates in Victoria, which specializes in coaching financial advisors.

As you head into the final couple of days of RRSP season, these tips will help you get through the rush:

> Get some perspective


© 2009 Rosemary Smyth & Associates