Rosemary Smyth, Business Coach

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


Transition is more than just change, it’s a process. Whether you are moving to another firm, retiring or bringing on a new partner, having a plan for your transition will help make it smooth and seamless.

The 6 Step Transition Program is a monthly program where we meet for one hour and develop a complete transition plan starting with step one, goal setting. From there we have five more steps; exploring transition, creating a strategy, developing action steps, setting time frames and the last step is to finalize the transition plan.

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

  • Transition- A Time to Review
    Rosemary Smyth
    Aug 23, 2016
    Transition 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 life lessons that continually knock at our door in all kinds of ways. By...
  • Emotional Maze of Transition – Part 1
    Rosemary Smyth
    Jul 25, 2016
    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 we can do and what will help us move forward. As time passes and we move through transition our...
  • Summer Reading List
    Rosemary Smyth
    Jul 02, 2016
    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 hinder our ability to respond to business issues in a...
    reading list

© 2009 Rosemary Smyth & Associates