January is a great month to adapt your practice to meet the changing needs of today’s investors and adjust your approach to a new era of deep client engagement. What are you going to do differently to grow your business this year? We’ve provided a few tips below. Elevate your business model. Investment advisor, wealth manager, commercial family office, investment …
Read More »Rosemary Smyth and Sara Gilbert
Rosemary Smyth, MBA, CIM, FCSI, ACC, is an author, columnist and an international business coach for financial advisors. She spent her career working at leading investment firms before pursuing her passion for coaching. She lives in Victoria, BC. Visit her website at www.rosemarysmyth.com. You can email Rosemary at: rosemary@rosemarysmyth.com.
Sara Gilbert, FMA, FCSI, CSWP, is Founder and Business Consultant of Strategist Business development. She brings over 15 years of wealth management industry experience to help wealth advisors develop and implement business building strategies. Visit her website at: www.Strategist.cc; you can reach her via email at: Sara.Gilbert@Strategist.cc.