Today you are in for a treat!  Recently, I had a chance to sit down for a dual-interview with an amazing member of our business community, Rosemary Smyth.  Have a look at the profile she did of me in her recent newsletter HERE.  Rosemary is a business coach who goes above and beyond for her clients at Rosemary Smyth & Associates and she has recently written a book titled 101 Success Tips and Strategies for Financial Advisors.  Check out her website to see how she may help you.  Rosemary has built an outstanding career for herself and is extremely active in the community.  I am lucky to be able to tap into her knowledge and she is always the first to give freely of herself to others.  This is the mark of a true leader and is why she has been able to build such a strong referral network.

How would you describe your business?

My organization is a international business coaching company that specializes in coaching financial advisors. We work with advisors that are in transition; moving firms, retiring or partnering up with another advisor. We help them to make those big decisions and we partner with them to create a new vision for their business.  For executives we focus mainly on accountability coaching and hold them accountable for their goals.

What role do networking and referrals play in your success?

Generating referrals is the number one way that I get new business.  Either referrals from managers of an advisor that is looking for a coach, or from clients themselves that see the value in coaching and what an amazing difference it has made in their business. Networking has been a huge asset to my business as it has opened many doors for me to new collaborations.  I now get asked to do webinars, speaking engagements and guest blogs on a regular basis. All of which gets my name out there and gives me an opportunity to work with inspiring  folks.

Who has been the biggest impact in your career?

I’d say that MY coaches have been the biggest impact as they have really been there for me to get this business off the ground and doing well. Having them coach me through the pressures of having my own business and balancing being president of a not-for-profit has made a world of difference. It’s also great for me to set goals and be accountable to someone as then I truly walk what I talk.

You are an amazing community partner.  What are your goals when working with others in your community?

As President of the Cridge Centre for the Family I’m honoured to be giving back to community in this role. I always feel that so many people are willing to help out when they know what your needs are. We are always looking to partner up with other organizations to support our clients and our main goal is have collaborations that are win-win for everyone. Another goal is to always be appreciative of what people are giving in terms of their time and talents as that is something to always be grateful for.

What advice would you give people who really want to build a long term sustainable business?

I’d say to be passionate about what you do as a career, have a target market that is large enough and will sustain your business over time and build a network of business contacts that are willing to support your business.

Rosemary is a Certified Executive Coach (CEC) and a member of the International Coach Federation (ICF). She coaches individuals and teams, mostly professionals in the investment and finance sector.  Contact her through her website HERE

Look for more interviews coming soon!

Joe Girard
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