Rosemary Smyth's blog

Interview with Investment Executive- How to Delegate

Don’t do it yourself — delegate! Assigning functions to others frees you up to do what you do best

By Fiona Collie | June 05, 2012

Delegating tasks to team members keeps you focused — and your business growing.

When you assign jobs to team members — instead of doing them yourself — you spend more time on the activities you excel at as an advisor. And that ultimately helps you grow your business, says Rosemary Smyth, coach and owner of Rosemary Smyth and Associates in Victoria, which specializes in coaching financial advisors.

Investment Executive Interview- It’s an honour just to be nominated

“It’s an honour just to be nominated”-Exhibit your community awards, but remain humble

By Fiona Collie, May 04, 2012

When you promote your awards to clients and prospects, you walk a fine line.

Interview with Investment Executive- Handling a Crisis Call

Handling a crisis call-It pays to be prepared for bad news from clients

By Fiona Collie | April 18, 2012 12:00

When a client calls to tell you he or she just got fired, you need to be ready to handle a tough conversation.

The three most common reasons why a client would call you with bad news, says Rosemary Smyth, coach and owner of Rosemary Smyth and Associates in Victoria, which specializes in coaching financial advisors, involve health issues, divorce and job loss.

Interview with Investment Executive-Get more out of your community involvement

Join for the right reasons and keep the business aspect secondary

By Fiona Collie | March 27, 2012

Becoming more involved in charity events and local initiatives can help you build your business while giving back to the community.

"Being involved in the community is definitely a way to reach prospects and reach new people," says Rosemary Smyth, coach and owner of Rosemary Smyth and Associates in Victoria, which specializes in coaching financial advisors. "[Prospects] get to know your name and to know you a little bit on a casual basis rather than as a professional."

Book Review by Aaron Hoos

Great resource for financial advisors: 101 Success Tips and Strategies for Financial Advisors by Rosemary Smyth

March 23, 2012, From the desk of Aaron Hoos

From time to time I review helpful resources for my readers — basically the stuff that I put on my bookshelf or in my list of bookmarks; the resources I would use to rebuild my business if it ever burned to the ground.

(Note: These are NOT paid endorsements. I don’t receive any financial incentive or affiliate income for doing these).

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

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- 5 Resolutions to Improve Your Practice

Five resolutions to improve your practice-Every advisor can make and keep these resolutions

By Fiona Collie January 24, 2012

New Year's resolutions are more than just an annual tradition – they can also contribute to the success of your business in 2012.

You want your business to be sustainable and efficient over the long term, says Sara Gilbert, founder of consulting firm Strategist in Montreal, and setting resolutions by yourself and with your team can help make that a reality.

Here are five resolutions every advisor can make and keep in 2012:

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