IT’S A GAME OF NUMBERS Building capacity in your business to fuel growth
description
Transcript of IT’S A GAME OF NUMBERS Building capacity in your business to fuel growth
LIVE IN L.A. Your all access pass to complete Wealth Management
IT’S A GAME OF NUMBERSBuilding capacity in your business
to fuel growth
Scott Masters, Regional Vice-President, Business Development
Building Capacity
• The challenge
• Solutions
• Advisor Panel
The Business Life Cycle
Starting
Growing
Capacity
Solutions
Personal Efficiency
• Time management
• Individual habits
• Daily activities
Structural Efficiency
• Business model
• Team structure
• Service offering
• Procedures
Top Solutions
1. Increase & utilize resources
2. Focus on less clients / refine service offering
3. Streamline operations & procedures
ADVISOR PANEL
KENDAL JUSTINEN
• Rocky Mountain House, AB
• 25+ years as an advisor
ADVISOR PANEL
BRIAN HEIN
• Calgary, AB
• 30+ years as an advisor
Summary
• The capacity challenge is ongoing
• Focus on structural efficiency
• Change is a Process
• Done is better than perfect!
Questions?
Thank you
For advisor use only
Assante Wealth Management’s advisory services are offered through Assante Financial Management Ltd., Assante Capital Management Ltd. and Assante Estate and Insurance Services Inc. Assante Estate and Insurance Services Inc. is owned by Assante Financial Management Ltd. and Assante Wealth Management (Canada) Ltd. ®The Assante symbol and Assante Wealth Management are registered trademarks of CI Investments Inc., used under licence.