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IT’S A GAME OF NUMBERSBuilding capacity in your business

to fuel growth

Scott Masters, Regional Vice-President, Business Development

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 & procedures

ADVISOR PANEL

KENDAL JUSTINEN

• Rocky Mountain House, AB

• 25+ years as an advisor

ADVISOR PANEL

BRIAN HEIN

• Calgary, AB

• 30+ years as an advisor

Summary

• The capacity challenge is ongoing

• Focus on structural efficiency

• Change is a Process

• Done is better than perfect!

Questions?

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.