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Join date: Nov 10, 2020
Posts (7)
Jul 3, 2025 ∙ 6 min
Think Summer Is Slow for Sales? Think Again.
Discover 10 proven sales strategies for financial advisors to stay consistent and grow their practice during the summer months. Reframe the season, reconnect with clients, and refine your process with this summer success guide.
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Dec 18, 2020 ∙ 2 min
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.
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Dec 1, 2020 ∙ 1 min
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?
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April-Lynn Levitt
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