IT’S A GAME OF NUMBERS BUILDING CAPACITY IN YOUR BUSINESS TO FUEL GROWTH Scott Masters Regional Vice-President, Business Development Assante Wealth Management.

IT’S A GAME OF NUMBERS BUILDING CAPACITY IN YOUR BUSINESS TO FUEL GROWTH

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 and procedures

ADVISOR PANEL

KENDAL JUSTINEN

• Rocky Mountain House, AB

• 25+ years as an advisor

ADVISOR PANEL

BRIAN HEIN

Bio:

• Calgary, AB

• 30+ years as an advisor

SUMMARY

• The capacity challenge is constant

• Focus on structural efficiency

• Change doesn’t happen overnight

• Done is better than perfect!

Questions?

FOR ADVISOR USE ONLY

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