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.

NEW!! TRANSITION PROGRAM FOR ADVISORS

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.