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"It’s not enough to be busy, so are the ants." 🐜

Kelly Maxwell

Jul 13, 2023

"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.

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.

Leverage CRM to help build trust and business value.

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 20, 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.

Supporting Employees with Young Children, April E-Forum

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!

Client Achievements: Taking Time to Celebrate Wins

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.

Virtual Meetings Aren’t Going Anywhere, Jan E-FORUM

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.

Globe & Mail: Advisors back in growth mode

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.

Dec E-News: Forum Magazine: Prospecting in a Pandemic

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

Nov E-News: 'Tis the Season for Business Planning

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?

Video: Steps to Effective Business Planning for Advisors

April-Lynn Levitt

Nov 6, 2020

Video: Steps to Effective Business Planning for Advisors

Steps to Effective Business Planning for Advisors

Oct E-News: Don't Get Spooked by Client Acquisition

Kelly Maxwell

Oct 31, 2020

Oct E-News: Don't Get Spooked by Client Acquisition

Client Acquisition opportunities in the COVID pandemic.

Oct E-Forum: Responding to a Changing Environment

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.

Video: Business Coaching for Financial Advisors

Kelly Maxwell

Sep 30, 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.

How to Help Clients Through Financial Downturns

April-Lynn Levitt

Mar 31, 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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