SHIFTING GEARS

Profiling Financial Advisor Sandra Schmidt focusing on her inspiring career and how she transitioned into retirement.  Read full article here. 

THINKING ABOUT A NEW COMPANY NAME?

We’ve had the opportunity and pleasure to help advisory firms across Canada develop compelling brands and company names. Here we share some tips to help you establish a company name that is both personal to you and memorable to others. Read full article here.

MERGERS AND ACQUISITIONS: A ROADMAP

Here we discuss the 6 “must-do” best practices that will help you create value and increase the likelihood of your success when acquiring a book of business. Read full article.

Productivity Tip

FOCUS YOUR TIME 

As coaches, we often hear from both advisors and their assistants on how much time and energy is spent on trying to book client meetings. A few factors to consider in this day and age are location, time of day the client is available and the various methods of communication available. More and more we have to consider different ways of keeping in contact with our clients and how we connect to them in the first place.

Why not try one of the many online scheduling apps such as Calendly or Acuity? The main premise of these apps is that you send your clients a link to your online calendar and they can look at your availability and book a time slot that suits both of you. You can even program in a maximum number of meetings that can be booked in a day.

We are also finding that many clients prefer to do appointments via conference call. With online video calling systems like ZOOM and Skype, you can see each other and share your screens. This is beneficial when looking at portfolio reports, preparing various quotes to go over together etc.

As always, you need to check with your compliance departments on what you are able to do and any parameters around these tools.It’s time to start moving forward in our rapidly changing environments and who doesn’t want to be more efficient, meet our client’s changing needs and create more TIME for ourselves to enjoy a better work/life balance!

Coaches Corner, Strength in Numbers

PAT GIESBRECHT

Having spent over 30 years in the financial services industry, I have found two things to be true; everything and nothing has changed with the day-to-day challenges advisors face.

Everything has changed with technology and moving from paper to electronic, regulatory requirements, fee disclosure, anti-spam requirements, the amount of back-end support, medical underwriting, saturated marketplace and competition, and the list goes on.

Read Pat's Story

Five Behaviors^TM Certification

A big congratulations to our Business Coach Kim Poulin for completing her education and obtaining the Five Behaviors^TM certification. The Five Behaviors^TM is the result of the partnership between Wiley Workplace Learning Solutions and best-selling author Patrick Lencioni. This program improves team effectiveness and productivity through the understanding and application of The Five Behaviors: Trust, Conflict, Commitment, Accountability and Results. This unique learning experience helps individuals and teams build effective work culture through communication and collaboration. To learn more, connect with Kim at kim@thepersonalcoach.ca

Welcome Alison Ottewell

Alison joined our team in June and is covering for Kelly while she’s on maternity leave, supports Masterpoint^TM initiatives, and works with her own clients. She is backed by 15 years of marketing experience - eight of those focused in the financial services industry at Sun Life. She has helped advisors coast to coast build marketing strategies that are clear, realistic and work with their team’s capacity and budget. Alison resides in Sherwood Park, Alberta with her husband and son. We’re happy to have her on board.

Welcome Sue Block

We are excited to have Sue on The Personal Coach team. Joining us in July, Sue has valuable industry experience including time at both Manulife Financial and Arca Financial Group. Having worked with several of our team members in her prior roles, we knew firsthand the professionalism and quality of work that Sue brings to the table. Sue provides invaluable support to the whole team, and has been a welcome addition. Sue lives in Kitchener, Ontario with her husband, son and daughter.

Congratulations Kelly and Paul!

The Personal Coach team has grown again! Our Marketing Specialist, Kelly Maxwell, delivered a beautiful boy on August 19, 2019 at 10:20am and weighing 5lbs 2ounces. Welcome to the world Parker Michael Maxwell and congratulations to Kelly, Paul and big sister Aubrey.

THE PERSONAL COACH

Customized One-On-One Coaching for Financial Advisors. 

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