Whether your organization operates primarily in Canada or internationally, if your organization deals with Advisors, and you are looking to make a difference in your value proposition, KolodaCORE can provide valuable expertise in a number of areas:

• If your organization wishes to outsource value-added Practice Development programs, KolodaCORE can help create a tailored approach that complements your business model.  

• If your organization wishes to create or enhance an existing in-house Practice Management team of experts, KolodaCORE can work with you around the creation of a business strategy.

• If your organization uses specialists to help support Advisors, KolodaCORE can provide valuable expertise and experience to help these specialist teams become more Advisor focused.

• KolodaCORE has extensive experience in creating and implementing Coaching Certification Programs that will help employees become more effective in working within their teams and with Advisors.

• Most sales organizations are implementing a Customer Focused Selling approach. Learn how this method will develop a higher degree of customer satisfaction, enhance relationships and generate more sales.

• BMO Tax and Estate Planning Division
• Equitable Life
• RBC Group Division
• Great West Life
• Advocis
• Blue Cross Medavie
• BFL Canada