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

2. BUILDING CAPACITY The challenge Solutions Advisor Panel

3. THE BUSINESS LIFE CYCLE Starting Growing Capacity

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

5. TOP SOLUTIONS 1. Increase / utilize resources 2. Focus on less clients / refine service offering 3. Streamline operations and procedures

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

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

8. SUMMARY The capacity challenge is constant Focus on structural efficiency Change doesn’t happen overnight Done is better than perfect!

9. Questions?

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