LIVE IN L.A. Your all access pass to complete Wealth Management IT’S A GAME OF NUMBERS Building capacity in your business to fuel growth Scott Masters,

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Presentation transcript:

LIVE IN L.A. Your all access pass to complete Wealth Management IT’S A GAME OF NUMBERS Building 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.