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IT’S A GAME OF NUMBERS Building capacity in your business to fuel growth

IT’S A GAME OF NUMBERS Building capacity in your business to fuel growth. Scott Masters, Regional Vice-President, Business Development. The challenge Solutions Advisor Panel. Building Capacity. Capacity. Growing. Starting. The Business Life Cycle. Personal Efficiency Time management

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IT’S A GAME OF NUMBERS Building capacity in your business to fuel growth

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  1. IT’S A GAME OF NUMBERSBuilding capacity in your business to fuel growth Scott Masters, Regional Vice-President, Business Development

  2. The challenge Solutions Advisor Panel Building Capacity

  3. Capacity Growing Starting The Business Life Cycle

  4. Personal Efficiency Time management Individual habits Daily activities Structural Efficiency Business model Team structure Service offering Procedures Solutions

  5. Increase & utilize resources 2. Focus on less clients / refine service offering 3. Streamline operations & procedures Top Solutions

  6. KENDAL JUSTINEN Rocky Mountain House, AB 25+ years as an advisor ADVISOR PANEL

  7. BRIAN HEIN Calgary, AB 30+ years as an advisor ADVISOR PANEL

  8. The capacity challenge is ongoing Focus on structural efficiency Change is a Process Done is better than perfect! Summary

  9. Questions?

  10. 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.

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