Rosemary Smyth

Rosemary Smyth is a Victoria-based coach with Rosemary Smyth & Associates and author of 101 Success Tips and Strategies for Financial Advisors.

Planning and Advice

Help a wealthy client who’s lost her job

One of your wealthy clients tells you her company downsized and she lost her job. She wasn’t given much advance notice, so she’s in shock. She wonders how she’ll pay bills, and is worried about her future. How can you help?

By Rosemary Smyth |March 7, 2014

2 min read

Planning and Advice

How to talk to Gen Y clients

One of your wealthy clients referred her daughter to you. She’s 27, works in media relations, and just bought her first condo. She’s ambitious and plans to climb the corporate ladder—she’s had two promotions in two years, and should crack six figures within the year. Her busy career and social life keep her smartphone glued to her hand. She wants to discuss her goals and investment options. How do you communicate with her?

By Rosemary Smyth |February 7, 2014

2 min read

Planning and Advice

How to talk to wealthy prospects

You’re at a charity event supporting breast cancer research at the Ritz-Carlton. It’s black tie, complete with a chamber orchestra, silent auction and champagne. You’re surrounded by wealthy prospects and see one standing alone—a fashionable, middle-aged woman. How can you talk to her without sounding like a fool?

By Rosemary Smyth |January 17, 2014

3 min read

Planning and Advice

What to say when someone dies

Your client just told you his wife of 30 years died unexpectedly. He tears up while giving you the basic details—she was crossing the street and got hit by a drunk driver. How do you comfort him during this difficult time?

By Rosemary Smyth |November 5, 2013

2 min read

Planning and Advice

Get new clients by tweeting

You’re stuck in a prospecting rut. One of your colleagues mentions she uses Twitter to get her name before the public, and credits her tweets with bringing her two new clients in the last month. You’ve been wary about entering the Twitterverse because you’ve little experience with social media. What should you talk about to gain clients and prove you’re an influencer? And what shouldn’t you tweet?

By Rosemary Smyth |September 4, 2013

3 min read