I’ve learned that if I put clients first and genuinely care for them they really notice and appreciate it. This relationship is very satisfying and rewarding for both of us. This also grows my business because my clients know that who ever they send to me will be in good hands.

My greatest professional achievement was becoming a partner at BLR. I was honoured to be asked to join the ranks of a few of the best accountants and all around smartest people I know and model my professional career after.

“Testimonials”

Never giving up. When establishing relationships with prospective clients, many people give up after an initial introduction. Politely following up promotes the discovery of common ground and brings sensible solutions to real business issues.

In 2004, I left the hi-tech industry to join an inner city charity devoted to making a difference in the lives of people experiencing homelessness. For the next six years I worked on the front lines with homeless youth out on the streets where they lived. Since returning to my professional career, I realize that all of us are responsible for working to create communities that provide inclusive, meaningful opportunities for everyone.

“Thanks to Andy Coats from Zomaron, I can now accept all credit cards and debit transactions on my laptop or on my phone and in person with a small effective terminal. I am paying much less per transaction/per month with this service. It is also really nice to have a real person to troubleshoot with and not just a phone number.” ~ Gayle Kabbash, Executive Director, Food4Kids Halton (Educator)

Don’t personalize business. Sometimes in HR you have to make the tough decisions and execute on decisions that do not make everyone happy. It’s not personal and don’t take it that way

Opening my own business just about 3 years ago and being successful in it. I am happier than I ever thought I would be!

“Lenaee has helped our salon with questions relating to new regulations on sick pay, time off and bereavement leave. I have personally gained from her help with my resume building and job prospecting. She is a cheerful, confident, HR guru! I would highly recommend Lenaee to any business, small or large for all your HR needs.”
Chantelle, local salon owner

Listening is more important than speaking.

Completing my Certified Financial Planning designation while running my business on a full time basis. A 2 year commitment that brought tears of frustration, exhaustion and joy when it was completed, I wouldn’t change a thing. It allowed me to take the next step in my career and further my education to help others.

“Knowledgeable; Always available; Considerate of our needs; Explains in layman terms; Very sincere; Put us on the right track to early retirement”. – Julia G. (Educator)

I have learned that focus and discipline is the key to my road to success on both, a personal and business level. Setting goals and priorities, staying on task, creating new habits, being persistent and knowing what you stand for and what you don’t is all part of this journey.

Gaining and maintaining client loyalty is one of my proudest achievements.

“Anna is our go to photographer! She always exceeds our expectations! She is a wonderful, creative and professional photographer who is a pleasure to work with every time. She captured incredible moments of our wedding 8 years ago. Since then, we have used Anna at family gatherings and all of our small business needs. She had done headshots for our business cards, and covers our yearly Christmas party. We highly recommend Anna and her team!” – Kim & Andy

You have two ears and one mouth and should utilize them in the same ratio. It’s best to really listen to your clients and what drives them before offering advice. Always follow through on what you say you are going to do and never stop learning.

We have achieved the top team status every year since we formed our team for our entire brokerage. We are very proud of the achievement and believe it is due to the great care we take with our clients. Without the trust and referrals from our clients we wouldn’t have a business model that would be as successful as we do.

“James went above and beyond what we were expecting during the sale of our old home and purchase of our new one. We are so happy with the process and LOVE our perfect new home. Thank you James!” – Lindsay and Peter S.

Volunteer / Help Others / Be part of your community.

Helping others succeed!

“Shafiq & His team are very helpful and quality of work is exceptional”.

It is critical to be persistent in achieving goals. In order to succeed, it is important to realize that it takes time and is not immediate. Patience goes a long way rather than making rash decisions that may be regretted later.

The development of my law practice here in Burlington. Prior to practicing law, I never pictured myself as an entrepreneur. I have strived to provide a high level of customer service to my clients while growing my practice. I am very proud of every matter and client I have acted for. While being an entrepreneur has its risks, it also has its rewards. I would not have it any other way.

“Highly recommended. Clement provided me with valuable guidance throughout my deal. He is very knowledgeable and addressed all of my concerns. Would use him again”.

“THE MORE YOU MEET, THE MORE YOU GREET, THE MORE YOU TREAT”. POSITIVE ATTITUDE.

In my previous clinic before moving to Burlington, I was able to keep patients out of surgery. They were scheduled for the surgery, but because the treatment provided, the surgeries were cancelled.

“I have been seeing Dr. Walsh at the Burlington Natural Health Centre and would highly recommend his services. I have had sharp back / shoulder pain for years, which intensified during work at the computer and made it impossible at times to finish my tasks. After about 4 visits the pain disappeared! I honestly didn’t think it would be such a quick fix.

I now schedule monthly follow up visits, to ensure I don’t go back to the pain I had before. Dr. Walsh is very knowledgeable, honest and to the point. He has also seen both of my kids, and has recommended solutions and exercises to help with their discomforts.
The health centre is also new and tidy, staff is friendly and I am always seen at the scheduled time.”
– Anna

Patience. I appreciate clients vacation time is precious and they must choose carefully. With so many wonderful destinations in the world I understand the need to slow down and consider all opportunities to provide memories that will last a life time.

I’ve been fortunate to receive many sales awards and recognitions over the years, but I take the greatest pleasure in earning my clients repeat business. In a world where there are so many choices of how travel is booked, to have the confidence and loyalty of my client’s is my greatest achievement.

“Rose put together a trip to Britain and France for us in April 2018. We did everything on our must-see list and enjoyed all four hotels that were selected for us.” Gloria and Mike

Understanding. Regardless of the situation I offer advice based on the client’s needs, I always try to put myself in their shoes and understand their specific needs. No two clients are the same and being sure their needs are met is my # 1 Priority.

I am very fortunate that everyday I am able to assist clients with their insurance needs. I take great pride in seeing clients move into their new home, purchase a new vehicle, start a new business or work through the claims process in their time of need knowing I provided valued and trusted advice.

“Excellent service from Steve. When I was faced with a claim he took control of everything and made it as painless and simple as possible. I highly recommend Steve Warnica as your insurance broker he will take care of you every step of the way!” – Josee S.

Answer

Answer

Get involved in your community and give back whenever you can.

Back to the brother’s in the story above, they wanted to sell one of their worst performing stores. At the time, a friend of mine was working in the automotive field as well and we shared the same ambitions about being self employed. With some help we were able to purchase one of their locations in Oakville. After a lot of hard work, long hours, and knocking on doors, we were able to turn the store around. After about 5 years were the top sales location in the province and in the top three in Canada. We were invited by the head office to be on North American franchise advisory committees and speak on panels at the National conventions. This all happened before we turned thirty.