Rosemary Smyth's blog

Investment Executive Interview-What to Consider Before Switching Firms

Five questions you need to ask yourself before changing the logo on your letterhead

Friday, January 21, 2011 By Fiona Collie

There is plenty to consider — from your motivations to the administrative support you’re being offered — when you suspect it’s time to switch firms or managing general agencies.

When you’re deciding on a new firm, you’re choosing on a place at which to grow your business, says Rosemary Smyth, owner and coach of Rosemary Smyth and Associates in Victoria.

Investment Executive Interview-How to Build a Roster of Women Clients

Females have their own unique needs as a result of their earnings, lifespans, and roles in child-rearing Wednesday, December 8, 2010 By Fiona Collie

Investment Executive Interview- Success Through Middle-Income Clients

They don’t have to be high net-worth to be profitable Friday, November 5, 2010 By Fiona Collie

Advisors are often taught that the key to success lies in the pursuit high net-worth clients. A number of advisors, however, run profitable practices serving the needs of middle-income families.

“Some people really love dealing with the middle market because they can relate [to these clients],” says April-Lynn Levitt, a Calgary-based coach with the Personal Coach.

Five ways to become a better listener- Interview with Investment Executive

Remaining open and receptive makes for deeper client relationships

Tuesday, October 19, 2010, By Fiona Collie

Cultivate deeper client relationships by developing your listening skills.

People’s desire to be listened to is second only to their desire for oxygen, says Courtney Pullen, president of Pullen Consulting Inc. in Denver. Taking the time to understand clients will help build the trust and rapport that is integral to a strong client/advisor relationship.

These tips will help you improve your listening skills and improve the way you communicate with your clients:

Investment Executive Interview- The secrets to helping recently laid off clients

Being thorough and empathetic to your clients’ circumstances will provide better service

Tuesday, August 24, 2010 By Fiona Collie

Staying in close contact with clients who have lost their jobs and working through all the many details of their present and future finances are important components to keeping them and your business on track.

Promoting Charities- Interview with Investment Executive

Many unique ways exist to promote charities and your practice-Take the approach that best represents what’s important to you, no matter the cause you’re supporting

Wednesday, August 18, 2010 By Fiona Collie

From workshops to auctions, there’s a seemingly infinite number of ways to support your community while also marketing your own business.

In connecting with a charity for an event, make sure it represents something that’s important to you — whether it’s environmental issues or relief for earthquake victims, says Joshua Zuchter, a business and life coach in Toronto.

Focus on Charities- Interview with Investment Executive

Focus on charities to help others — and yourself

Raising funds for a good cause could possibly generate attention for you and your practice

Tuesday, August 17, 2010 By Fiona Collie
There are hundreds of charities out there — and dozens of different ways to support them, which is not only an excellent way to help others, but it could also help you build your public profile.

Giving back to their communities is important to advisors, and a significant component of their business, says Rosemary Smyth, a business coach at Rosemary Smyth and Associates in Victoria.

Interview with Investment Executive on Client Events

Deliver successful client appreciation events

The keys to ensuring success and avoiding glitches are preparation and organization

Monday, August 16, 2010

By Fiona Collie

So, you’ve decided on a great line up of client appreciation events for the year ahead — now what?

“To ensure a successful event, you want to make sure your checklist is complete, that your clients have been invited, all the i’s are dotted and the t’s are crossed,” says Joanne Ferguson, president, coach and consultant with Advisor Pathways Inc. in Toronto.

Interview by Investment Executive on Advisors Expanding Their Services

Should you expand your service menu? Branching into new areas can prove profitable, but is it the right move for you? Wednesday, July 28, 2010 By Fiona Collie, Investment Executive

Expanding your business into other areas can improve your service to clients and increase your revenue. But it’s a decision that requires a commitment.

“Any time you can add something to what you’re giving your clients, there’s a value to it,” says Rosemary Smyth, a business coach with Vancouver-based Rosemary Smyth and Associates.

“Stressed Out”? Want More “Stability”?

Find out what you don’t control!

For some advisors that would be:
• The global economy
• The ups and downs of the market
• Your client’s attitudes
• Changes in products
• A rollout of new computer systems

Then ask – What could I control that I’m not controlling?

An advisor I know came up with these
• Having a weekend break that recharges me
• Looking at articles rather than a sea of red numbers
• Accepting the market for what it is and not trying to time it
• Letting go of sunk costs
• Eating healthy and exercising

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