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Advisor Pathways Toronto

416.368.3726

Testimonials

 Our AP partners have worked successfully with hundreds of individuals and teams. Here’s just a sample of what our AP and AP Plus clients say:

Advisor Pathways has been instrumental in assisting us in improving our business model. Prior to working with Advisor Pathways we often felt rushed and disorganized. Communication internally and externally was haphazard and disjointed. We are now much more organized and are able to communicate efficiently and effectively. Since we began working with Advisor Pathways we have developed clear goals, objectives and processes. This has resulted in significant top and bottom line growth. 

Graham Fallis, Investment Advisor
ScotiaMcLeod, Ottawa

 Our team found the 2 half-day sessions very useful. It set the stage for us to grow our business to the next level. Using Kolbe allowed us to get to know each other better and learn how to best utilize our skill sets. Kolbe helped us in understanding that each team member is coming from a different angle and that all of those angles are of equal importance to the overall success of the team. We're working successfully as a cohesive unit and the sessions definitely contributed to that. 

Chris Canavan
Vice-President
BMO Nesbitt Burns Financial Services Inc
Canavan/ Smith Estate and Insurance Advisory Team

 As a new team, trying to find our way, and build our business... our two day Pathways session has proven invaluable. For four people coming together as a team over a relatively short period of time, the Kolbe Wisdom seminar really helped us all understand the instincts that drive our behavior and how we act and interact with each other... once we all understood each others "MO" we have moved forward in all areas to achieving our business planning goals, quicker than even we imagined. In my opinion, it should be a compulsory part of any Teams' Business Planning! 

Jon Love:Comtois/Love Insurance Team

 Our coach was instrumental in helping us grow the business while at the same time providing better service and value to our clients…

 Everyone on the team has specific goals and objectives to execute. AP has instilled a common goal amongst all team members and while we all work toward that common goal we are having fun - at work- again… 

 Transitioning from a transaction to fee based business was a task beyond what I could handle on my own. AP made the dream a reality and now I have more time to focus on growing the business (with AP's on-going support of course!)… 

 My AP coach was genuine in her approach. Together we achieved the goals I had set out for myself. Without the follow-up Advisor Pathways provided I would still be pondering my future rather than living it…. 

 

Quote of the Day

 I never see what has been done, I only see what remains to be done. 

— Dale Carnegie

 

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