Rosemary Smyth's blog

Interview with Investment Executive- Six first-impression killers

These mistakes can destroy your chances of scoring points with prospects, Friday, September 9, 2011 by Fiona Collie

The impression you make on prospective clients during your initial meeting and through early communications will have a significant effect on their decision to do business with you.

Interview with Investment Executive-Networking: A five-step follow-up program

Building a system that turns contacts into clients Thursday, September 1, 2011 by Fiona Collie

An effective follow-up process can help you build relationships with the people you meet at networking events.

Interview with Investment Exec- Should you fire a too-demanding client?

Base your decision on facts, not emotions. Monday, June 13, 2011 By Fiona Collie

When a client is driving you crazy with demands, it may seem easiest to recommend he or she seeks advice elsewhere. But, before taking that step, it’s important to look at the problem objectively and see if you can’t work with the client after all.

Interview with Investment Exec-Five ways to improve communication with your team

Take business, professionalism and efficiency to a higher level Thursday, May 26, 2011 By Fiona Collie

Effective communication between you and your team is key to all aspect’s of your business’s success, according to Rosemary Smyth, owner and coach with Victoria-based Rosemary Smyth and Associates, which specializes in coaching financial advisors. Improving internal communication, she says, “takes your business, professionalism and efficiency up to a higher level.”

Here are a five ways to improve communication with your team:

1. State your goals

Interview with Investment Executive -Should you work in a home office?

Ask yourself these five questions to determine which type of workplace is right for you Thursday, May 12, 2011 by Fiona Collie

Whether you work in a home office or a commercial office is a crucial decision that will affect your productivity and your bottom line.

“Your environment really affects you mentality,” says Joshua Zuchter, a business and life coach in Toronto. “If you’re working in an environment that’s conducive to you, and that uplifts you, you’re going to be more productive, you’re going to offer people better service, you’re going to be happier throughout the day.”

Investment Executive Interview- The art of the graceful thank you gift

Gifts given to staff for work well done can boost relationships Friday, May 6, 2011 By Fiona Collie

When staff members do an exceptional job, going out of your way to reward them shows how much you value their work. It can also help improve your relationships with your staff.

Investment Executive Interview- Building your brand with LinkedIn

Building your brand with LinkedIn
Make it a part of your overall marketing strategy
Wednesday, April 20, 2011 By Fiona Collie

Using the business-oriented social networking site LinkedIn effectively can help strengthen your business relationships and marketing strategy.

LinkedIn is more than just a place to list your resumé, says Rosemary Smyth, business coach and owner of Victoria-based Rosemary Smyth and Associates, which specializes in coaching financial advisors. Taking advantage of all the site’s features can help you build trust with clients and prospects.

Investment Executive Interview - How to Impress Prospective Clients

Preparing properly for a discovery interview can go a long way toward winning over prospects and referrals Thursday, March 3, 2011 By Fiona Collie

Being ready for a discovery interview shows your professionalism and that you value the prospect’s time, says Rosemary Smyth, coach and owner with Rosemary Smyth and Associates in Victoria.

Be prepared for your next discovery interview by following this expert advice:

Research your prospect
Before the prospective clients arrive, do a little background research.

Interview with Investment Executive- Let Your Clients Sing Your Praises

Add testimonials to your marketing program Thursday, February 10, 2011 by Fiona Collie

Strengthen your marketing strategy with testimonials from satisfied clients.

Testimonials on your website, brochure or other marketing materials give your business credibility because they come not from you, but from objective sources. And they can give you a competitive advantage, says Rosemary Smyth, coach and owner of Victoria-based Rosemary Smyth and Associates, because relatively few advisors use them.

Smyth offers this advice for adding testimonials to your marketing plan:

Interview with Investment Executive- Create an Effective Prospecting Letter

Create an effective prospecting letter
Write from the reader’s perspective and focus on solutions Wednesday, February 9, 2011 By Fiona Collie

A simple and clear letter can turn a prospect into a client. The key is to make it easy for readers to see what’s in it for them and make it easy for them to respond, says Michael Wickware, creative director of Wickware Communications Inc. in Toronto.

Follow these tips to help you create a letter that prospects can’t resist:

-Boldly go
Catch the reader’s attention with a bold opening sentence — in more ways than one.

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