"It’s not enough to be busy, so are the ants." 🐜
Last month, we delved into how advisors can break free from being stuck in their business.
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Kelly Maxwell
- Jun 16, 2023
We've never done this before...😲
Financial advisors make a remarkable impact in people's lives
Kelly Maxwell
- Dec 8, 2022
News, updates and offers!
Compensation Trends It likely comes as no surprise that The Consumer Price Index (CPI) rose 6.9% on a year-over-year basis in September...
Kelly Maxwell
- Aug 24, 2022
When It’s Time for a Professional Coach
So, how do you decide it is time to hire a coach? These are the most common reasons why advisors decide to take this step.
Kelly Maxwell
- Aug 24, 2022
8 Planning Tips for Your Meetings
We've certainly had a lot of experience with planning whether it be within our TPC team or when coaching advisory teams with their own plan.
Kelly Maxwell
- Mar 9, 2022
Creating A Client Advisory Board
Your clients know best so always consider their feedback to maintain the most productive direction.
Kelly Maxwell
- Jan 14, 2022
Leverage CRM to help build trust and business value.
Coaches, Emily Bennett and Bob King were invited to discuss how to leverage CRM to help build trust and business value.
Kelly Maxwell
- Dec 21, 2021
“A goal without a plan is just a wish."
It is that time again, where advisors and their teams are planning for a new business year. 2022 brings a fresh start and new opportunities.
Kelly Maxwell
- Apr 15, 2021
Supporting Employees with Young Children, April E-Forum
For many parents, the line between career and kids has been uncomfortably blurred
Pat Giesbrecht
- Feb 25, 2021
Video: Monetizing Client Feedback
Collecting client feedback is not only for enhancing the client experience. It goes much deeper!
Kelly Maxwell
- Feb 19, 2021
Client Achievements: Taking Time to Celebrate Wins
February is a busy month for financial advisors so rather than provide tips and resources, we are celebrating our clients' accomplishments.
Kim Poulin
- Feb 10, 2021
Making Self-Care a Priority
Interestingly, many of the self-care concepts we wrote about in the 2008 financial crisis are still applicable today with a few updates.
Kelly Maxwell
- Feb 9, 2021
Virtual Meetings Aren’t Going Anywhere, Jan E-FORUM
Workplaces are balancing the unfamiliarity of going virtual while protecting their organizations.
April-Lynn Levitt
- Dec 17, 2020
Globe & Mail: Advisors back in growth mode
April-Lynn Levitt, business coach says that advisors have shifted from reactive to proactive mode as demand from clients increases.
Pat Giesbrecht
- Dec 10, 2020
Dec E-News: Forum Magazine: Prospecting in a Pandemic
Don't let prospecting in a changing world get you down. Check out the Pandemic Prospecting article from the December Forum Magazine for idea
April-Lynn Levitt
- Dec 1, 2020
Nov E-News: 'Tis the Season for Business Planning
Do you have a business plan? Better yet, would you say it's comprehensive; having strategies, vision, goals with action plans and timelines?
April-Lynn Levitt
- Nov 6, 2020
Video: Steps to Effective Business Planning for Advisors
Steps to Effective Business Planning for Advisors
Kelly Maxwell
- Oct 31, 2020
Oct E-News: Don't Get Spooked by Client Acquisition
Client Acquisition opportunities in the COVID pandemic.
Kelly Maxwell
- Oct 9, 2020
Oct E-Forum: Responding to a Changing Environment
Responding to a Changing Environment
April-Lynn Levitt
- Oct 2, 2020
Business Adaptability and Perseverance.
There are parallels that can be drawn from the Moxie story and the hesitation businesses and advisors might be experiencing right now.
Kelly Maxwell
- Oct 1, 2020
Video: Business Coaching for Financial Advisors
Build an extraordinary business and life with the help of a business coach.
April-Lynn Levitt
- Sep 24, 2020
Video: What's Next for Advisors
What's Next for Advisors in 2020.
April-Lynn Levitt
- Apr 1, 2020
How to Help Clients Through Financial Downturns
Since the great depression, dips, downturns and nosedives in the financial markets have set investors on edge.
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