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

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Presentation transcript:

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

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 ®CI Investments and the CI Investments design, are registered trademarks of CI Investments Inc. Thank you