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Business & Personal Planning for 2019: LATEST NEWSLETTER

Check out our Fall 2018 Newsletter including helpful tips for advisors. This edition is focused on  personal planning, business planning as well as branding for 2019! Please connect if you have any questions or comments. 

 

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Value of Advice

You deserve your commission and fees for your professional advice. What’s the best strategy to communicate that to clients? Our Coach Art Schooley and Strategic Partner Leo Pusateri have some tested solutions that work

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Reduce the Time Suck

Advisors are always looking for tools and methods that can potentially give them more control of their time. Telecommunication is one specific area that can boost productivity. Our Coach Bob King explains

 

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What GenY Advisors Want

How can advisors continue to attract younger generations to our business? Our coaches April-Lynn Levitt and Kim Poulin delve into why senior advisors may have to accommodate more or watch the industry shrink even further

 

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New Momentum Newsletter

The Personal Coach Winter 2016 Newsletter for financial advisors is here! Our latest newsletter is packed with tips and ideas to help amplify your business. To view the newsletter, click on the image below.

 

 

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Our New Brand!

The Personal Coach Brand Launch
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We are proud to officially launch our new brand!

 
The Personal Coach name is derived from our approach. We make it our priority to listen deeply, work together, be compassionate and take a personalized approach with you and your team. It’s so important for us to get to know you. We come to your office to fully experience your business and your people.
We look forward to continuing to provide you with valuable tools and information for your business. Keep an eye out for our next newsletter coming out soon!


 
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Advisor Success

The Personal Coach Spring 2016 Newsletter for financial advisors is here! This newsletter is packed with tips and ideas to help you and your business. To view the newsletter, click on the image below.

 

 

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Sales Congress 2016

My colleagues and I were fortunate to attend the 2016 Canada Sales Congress. It featured 15 financial advisors (3 of which have worked with The Personal Coach), from across Canada and from various stages in their careers speaking on their best practices and what has propelled them to the top. 

 

We noticed several overriding themes throughout the presentations:

  • A passion for the insurance/financial industry and serving people - both clients and the community at large.
  • The importance of having clearly defined systems and processes in place to run all aspects of the business.
  • A drive to continually be learning and expanding their knowledge, bringing in other specialists as required.
  • Hiring a coach to provide confidence, focus and freedom – many of the top performers only worked four days a week with several weeks of vacation. 

We would highly recommend attending this conference next year. 

 

Please contact us if you have any questions.

 

Thanks!

 

 

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Contributors

Kim Poulin, Business Coach
1
April 15, 2019
show Kim's posts
Afsar Shah, Business & Regulatory Coach
4
March 6, 2019
show Afsar's posts
Kelly Maxwell, Marketing
8
November 22, 2018
show Kelly's posts
April-Lynn Levitt, Business Coach
2
August 9, 2017
show April-Lynn's posts

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