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Advisors.to

Online training and coaching for wealth advisors and their teams.

07/28/2025

A warm referral is more than a lead — it’s validation that you’re doing something right.

When clients refer friends and family, it means they trust you with more than just their money — they trust you with their relationships.

💬 Are you asking your clients for referrals? You should be.

07/21/2025

Want to grow your book of business with high-quality leads? Referrals are still one of the most effective ways.

✔ Direct: Be clear and confident — ask your best clients to introduce you.
✔ Indirect: Host events, share updates, and let your service speak for itself.

Either way, trust is the common thread. Keep showing up, doing the work, and delivering value — and the right people will follow.

07/14/2025

🎧 New Episode Alert!

Legal disputes can be costly and stressful, but often, they’re avoidable. In this episode of the Best Practices podcast, Ellen Bessner, litigation lawyer and trusted industry expert, shares practical strategies for financial professionals to reduce risk and avoid litigation. We asked Ellen to hone in on how to avoid aggravation and litigation when entering into a joint code arrangement/partnership.

Don't miss these essential insights:
🔗 https://linktr.ee/bestpracticespodcast

07/07/2025

"Relationships, whether professional or personal, all come down to trust. Both parties are served best when you trust in the skills and expertise being offered, trust that the long and short-term plans are based on realistic expectations, and trust that the relationship between advisor and client is mutually beneficial."

Read more ⬇
https://advisors.to/managing-relationships-referrals-a-matter-of-trust/

06/30/2025

💭 Many advisors try to carry everything themselves—client work, admin, planning, growth… and maybe even a personal passion on the side.

But building a thriving business and a meaningful life doesn’t mean doing it all.
It means knowing when to ask for help.

Here’s a simple step-by-step to start lightening the load.

06/26/2025

🌟 Continuing to Celebrate Kolbe Strengths Week! 🌟

This year’s Kolbe Strengths Week was truly special as we had the incredible opportunity to collaborate with Shifra House Inc. 💖

It was an absolute pleasure to engage with the residents and staff, discussing the unique Kolbe talents that each individual brings to the table. 🙌✨

Shifra House Inc. is an amazing maternity residence and shelter home where they protect and support women who are unsure how to parent, fleeing violence, or working to rebuild their lives through a residential and Seeds of Hope programs. We are grateful for the chance to share our insights on strengths and talents. Together, we’re empowering lives and fostering a community of growth! 🌱 Thank you for generous gift of the Kolbe Indexes. And Joanne Ferguson for providing her time and expertise.

Thank you, Shifra House, for letting us be a part of your mission!

KolbeStrengths

06/23/2025

💡 “Let AI do the hard work in the basement—your job is to connect with the human behind the money.”

That’s wisdom from Tim Godfrey, who spent four decades building wealth advisory branches before turning to music full time.

We couldn’t agree more. Advisors today must lean into what tech can’t replace: authentic human connection, emotional intelligence, and real conversations.

06/16/2025

When former investment advisor Tim Godfrey told his father he wanted to be a musician, the advice was simple: “Do it on the weekend.” That one line helped him balance a 40-year career in wealth management and his passion for performing.

Advisors.to is here to help you optimize your time, rediscover joy and build a career that supports life instead of consuming it.

💬 Let us know—what do you do on the weekend that fuels your soul?

06/09/2025

"As a singer, vocal coach and writer, it was my privilege to chat with fellow Canadian musician, Tim Godfrey aka Tim the Entertainer. He shared his fascinating perspective on life as a performer after retiring from a successful career in the investment world. He now spends his days entertaining at senior’s residences."

Read more ⬇
https://advisors.to/a-balancing-act/

06/02/2025

As an advisor, you’ve gained decades of experience that could help shape the future of our industry.

The question is: how will you use it?

Whether through mentorship, part-time consulting, or simply sharing your story, retirement can be a powerful time of legacy-building.

💬 How are you planning to pass the torch?

05/26/2025

Retirement isn’t the end—it’s the start of a new chapter. The wisdom you’ve gained over your career opens the door to opportunities you may never have imagined.

When you pass the torch to the next generation, know that your experience will keep the flame burning bright in our industry for years to come. 🔥

05/19/2025

The four stages of retirement refer to the emotional and psychological journey people experience as they transition from work to post-career life.

Where do you see yourself? 🤔

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Toronto, ON

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http://www.advisors.to/

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