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    Rosemary Smyth

    Rosemary Smyth
    Rosemary Smyth & Associates specialize in business coaching for financial advisors and branch managers across Canada, the US and the UK.

    Recent Posts

    Effective Prospecting Techniques for Financial Advisors

    The success of many of the top-earning financial advisors hinges on their ability to simply get more clients. Although exceptions to this rule exist, ...

    Add Value to Your Client Experience

    With phase two of the Canadian Securities Administrators' (CSA) and IIROC’s Client Relationship Model (CRM) rules looming for most advisors, now is a ...

    Tomorrow's Success Starts With Today's Planning

    The career of a financial advisor is full of challenges and opportunities. Dealing with those constant challenges and relentlessly chasing down those ...

    Five Ways to Sharpen Your Listening Skills

    Being a good listener helps in establishing rapport. Focusing your attention on making your client feel important and understood requires you to ...

    Five Ways to Build a Referral Network with Centres of Influence

    Your centres of influence (COIs) are your more profitable sources of referral business. Lawyers, accountants, mortgage brokers and realtors are the ...

    Ten Characteristics of a Mentor

    Having a mentor offer advice and guidance is a valuable advantage in helping to shape the right career path. Mentorship is the process of bringing ...

    Five Ways to Build a Referral Network with Centres of Influence

    "Referrals aren't given easily. If you don't take the time to establish credibility, you're not going to get the referral. People have to get to know ...