Transition Program for Advisors

Transition is more than just change, it is a process.

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About Rosemary Smyth

Rosemary is a Certified Executive Coach (CEC) and a member of the International Coach Federation (ICF). She coaches individuals and teams, mostly professionals in the investment and finance sector.
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What My Wonderful Clients Say

  • Rosie was very easy to talk to. I can get carried away and get off topic very easily bit she kept bringing me back on task.

  • Rosie is engaging and has an easy laugh. I would recommend her to anyone I come across who needs or could use coaching.

  • Rosie helped me prioritize goals that can help me reach my potential. Well worth the time and investment.


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

From The Blog

  • Rosemary Smyth, Business Coach

    Rosemary Smyth & Associates specialize in business coaching for financial advisors and branch managers across Canada, the US and the UK.

  • Transition- A Time to Review

    ransition is a perfect time to question, wonder, reflect, notice, and consider. It may also be a time to learn patience, acceptance, letting go and trust. All of these wonderful…

  • Emotional Maze of Transition – Part 1

    We all start a transition in a place of uncertainty and unfamiliarity. Then we must at some point take stock of what options are available to us, such as, what…

  • Summer Reading List

    Summer Reading List HeadTrash: Cleaning out the junk that stands between you and success by Tish Squillaro and Timothy Thomas The authors explore the thought patterns and emotional tendencies that…