April-Lynn Levitt, a coach with The Personal Coach, discusses the three main team structures for financial advisors. She highlights team models associated with the highest books of business and customer satisfaction, and gives tips on how to build a successful team for your practice.
April-Lynn Levitt, coach with the Personal Coach, delves into specifics on how to build and maintain the relationships that provide a powerful centre of influence network. She spoke to Fiona Collie, web reporter with Investment Executive.
April-Lynn Levitt, coach with the Personal Coach, offers tips for expanding an advisor’s centre of influence network beyond accountants and lawyers. She spoke to Fiona Collie, web reporter with Investment Executive, at the TMX Broadcast Centre in Toronto.
In part three of a three-part video series, April-Lynn Levitt, a coach with The Personal Coach in Calgary, explains how advisors cant focus on their greatest strengths and improve existing client relationships. Levitt discusses three proven strategies that advisor’s have used to maintain great client relationships while specializing. She spoke at the TMX Broadcast Centre in Toronto.
April-Lynn Levitt, a coach with The Personal Coach in Calgary, explains how to find your area of specialization in the first of a three-part video series. Levitt breaks down proven techniques that enable advisors to zero in on the most successful and lucrative areas of their practice and demonstrates how to focus on the clients and results you most value, while keeping your existing clients happy. She spoke at the TMX Broadcast Centre in Toronto.