“Kelvin Krips’s business had plateaued.
Five years ago, the Red Deer, Alta. advisor with Everyone Benefits was consistently selling group RRSPs, but realized he needed to present a more cohesive image.
But he was too busy serving clients to get a clear view of his operations. Krips scoured business books in search of direction, but says he needed more specific help, preferably from someone who knew his industry well. When he saw an ad for coaching geared to financial advisors, he emailed the company.
“I do a lot of obstacle races, such as The Spartan and Tough Mudder, and have used trainers with great success,” he says. “I wanted to extrapolate that success [for] my financial practice.”
Krips met with April-Lynn Levitt of The Personal Coach for a complimentary one-hour needs analysis….”
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