3 Approaches to Success

From my hundreds of hours of coaching I’ve found that there are three approaches that when used together can help people reach their goals. The way that we often find out about these approaches is that we try the opposite of them, fail to reach our goals and then reflect on what could have worked in our lessons learned.

By reviewing many of our learning journeys we come across familiar advice that seems to be obvious but at the time of our action step to reach our goal, we dismissed it.

An Abundant Mindset and Scarcity Marketing

An Abundant Mindset and Scarcity Marketing

An abundant mindset is based on plenty being available with enough to share. It also focuses your thoughts on the long-term instead of having to have something right now. The phrases that you hear from someone who has an abundant mindset are: “there are lots of assets out there for me to prospect”, “I have a huge circle of connections” and “there are a ton of good stocks out there to buy”.

7 Questions to Ask Yourself before Hiring a Business Coach

Since business coaching is about you doing all the heavy lifting when it comes to setting goals and implementation, it’s important to be prepared for the experience and see if it fits your needs. With the choices of having a mentor, consultant or coach to work with, it’s important to determine what approach would work for you to overcome your business challenge.

Run your Own Race

With the Olympics around the corner we are hearing from the athletes that they are all wanting to “peak” for their Olympic event. They also are planning what their strategy will be for the event, checking out who their competitors are and how they are going to use their strengths and abilities to bring home the gold.

Skyrocket Your Business with a Board of Mentors

Starting out as a financial advisor promises a steep learning curve as you try to learn about how to provide valuable advice while at the same time ramping up your business with relentless prospecting. Fortunately, you don’t have to start out “cold” and you can avoid many of the mistakes of the financial advisors who have gone before you.

Storytelling- A must have tool for financial advisors, Co-written with Aaron Hoos

Our modern day methods of communication value fast, short, information-rich conversations. With the rise of social media and texting as key ways to communicate information, conversations seem to be getting faster and shorter.

But it hasn’t always been this way. For thousands of years – long before we had mobile devices or even the printed page – communicators have relied on one key tool to build rapport, communicate information, and persuade listeners.
That tool is storytelling.

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.

Ready, Set, Set, Set...When are we Going?

When making a difficult decision, we look for information and since we live in an age of information we have lots of resources. We are surrounded on a daily basis by the internet, books, radio and newspapers. As I coach in the investment industry, I have clients who have big decisions to make, such as when to expand their business or when to buy a book.

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© 2009 Rosemary Smyth & Associates