Kim Poulin and Art Schooley

Great teams need great players

In our coaching work, we always do an assessment of the roles that each team member plays within a financial advisory firm. After looking at the strengths and weaknesses of a team member, we are able to evaluate how well suited that individual is for their respective role. To illustrate this more clearly, let’s use […]

By Kim Poulin and Art Schooley |October 22, 2009

3 min read

Planning and Advice

Business planning that pays off

Networking within the community Centres of influence Referrals from satisfied clients Review your relationship management strategies for each segment. Review the criteria for establishing various segments. Personal profit and loss: How does your personal situation compare to the previous year? With all the time and effort you dedicate to helping your clients plan for the […]

By Kim Poulin and Art Schooley |December 15, 2008

4 min read