Helping Investment Advisors in Winnipeg increase sales and
Between heavy competition, strict compliance, and messy software it's easy to feel like your business is stuck in a rut. I'm here to help!
Subscription-based analysis, planning, and development support for your business and communication struggles.
Most of the advisors I work with don't want another 50-year-old hands-off business coach that lives in another city, costs a fortune, and gives them advice that isn't actionable. They also don't need an expensive full time marketing manager, business analyst, web designer or other specialist.
Because of that, I try to take a more flexible and "holistic" approach, helping you with both thinking and doing (planning and developing) based on your schedule and budget.
This kind of support can include brainstorming sessions if you need help coming up with ideas, coaching if you need help improving your skills, or research reporting if you don't have time to investigate things yourself.
The ultimate goal of planning support is to figure out what you want to achieve and how we will achieve it.
Planning sessions usually take 1 hour each week. Outside of sessions I will reflect, do research, and consult with my team, so you can often expect to get emails in between our appointments with new ideas or additional advice that is unique to your situation. You are also free to send me emails with ideas that you've had or things you'd like me to look into for you. Some of my more coaching oriented clients also like for me to make "homework assignments" with actionable steps that they can take towards reaching their goals or important questions they need to answer on their own to move forward with planning.
Development support looks very different for each client since their team structure, corporate environment, skill level, needs, and plans are unique. Because of that, it's hard to paint an exact picture of what it looks like.
Development support typically fits into one of 3 categories: increasing sales effectiveness, making office administration more efficient, or creating more meaningful client communication and community interactions.
A few examples of development support I've provided in the past have include making websites, writing articles, taking pictures, formatting large documents, processing complicated or large excel spreadsheets, setting up CRM systems, hiring and training sales staff, staging events, and making marketing materials. For more specialized support that goes beyond my skill level, or when a job is too big for just me, I have a network of bokeh collaborators we can call in.
WHO IS THIS GUY?
For a bit of perspective on me, I don't like to wear suits everyday and I'm not one for strict routines. I am big on analyzing practices, testing new approaches, and thinking outside the box without breaking the rules. I like making things that my clients and I are proud of and I believe strongly in continous improvement and fixing things that aren't exactly broken.
I'm going to be honest, I can be stubborn, and I have a bad habit of getting excited and not listening as well as I should. I really do care though, and I believe in making a positive difference in the lives of my clients and their clients.
In my personal life, I like to watch YouTube videos on leadership and motivation, play computer games like Overwatch, eat at cool restaurants (I don't photograph my food), and explore nature. I live downtown with Teara (my girlfriend) and Friday (my pet bird), and I am a leader with the 67th Winnipeg Scouting Group and an active member of the Winnipeg Bushcrafters. I also like to play guitar, pen and paper games, and I don't like driving.
The success of your business comes down to three factors: effectiveness, efficiency, and evaluation.
All advisors struggle in at least one of these areas. The best advisors are the ones who continually strive to improve, because like a chain, your business is only as strong as its weakest point.
It's usually easy to find problems in effectiveness or efficiency like bad email open rates or disorganized client meetings but it's a lot harder to find problems in your evaluation process.
I'm a strong believer in self-reflection as well as honest, open communication. Understanding your clients, your team, and yourself is the key to making good decisions. The closer you can get to understanding their perspective and your own perspective, the better you can steer your business and build meaninful relationship.
Building client and team relationships that are strong enough to survive tough times and thrive in good times is the core of all my planning and development, regardless of whether I'm designing a website, writing an article, or building an administrative tool.
HELPING WINNIPEG INVESTMENT ADVISORS SINCE 2015
-Facilitating discovery and planning sessions
-Seminar and event planning
-Sales coaching and flexible script development
-Developing macro-based automation tools
-Teaching advanced Microsoft Excel and Word skills
-Implementing CRM software and auto scheduling
-A/B testing, focus groups, and surveys
-Market research to find new niches and strategies
-Institutional proposal writing that doesn't suck
-Building email and paper mail campaigns
-Developing sales literature and brochures
-Copywriting for advertisements
-Photography and logo design
-Social media content and strategy (LinkedIn, Facebook, YouTube, Instagram)
I'll be honest, I don't have 30 years of experience in the financial industry. But I do have a fresh perspective, a strong set of marketing and automation skills, and a network of specialized collaborators I can call on for help!