Bob Simpson is and always has been an early adopter. He is president of Synchronicity Business Coaching Inc. of Mississauga, Ontario Canada (just outside of Toronto). We coach financial advisors and are currently developing a program to revolutionize the way wealth management is delivered by financial advisors.
When Bob Simpson started Synchronicity in 1998, he had recently experienced a major change in his professional life. Bob was Senior Vice President National Sales of Midland Walwyn Capital Inc., Canada′s largest independent financial services firm. His firm had recently been sold to Merrill Lynch and Bob, tired of working in a high pressure; political environment was ready for a change.
He had been a successful financial advisor building a book over 10 times larger than the average North American advisor, had been President of an investment counseling firm and was a successful import/export commodity trader.
The coaching industry presented an interesting opportunity. Business was changing at a rate greater than ever before due to technological innovation. Although there were a couple successful coaching firms, the potential growth and demand for coaching was very intriguing.
Based on the potential of the market and the ability to escape the “rat race”, Bob started his Synchronicity like most coaches – tapping his business contacts for business and using his knowledge and experience to build a successful business.
Within less than a year, Bob discovered he needed a better “system” and he invested time and money to become a Certified E-Myth Consultant, by completing an extensive training program with E-Myth Worldwide. The program based on Michael Gerber′s best selling business book – The E-Myth Revisited provided content and training to support the growth of Synchronicity.
In 2002, he became one of a handful of Certified Facilitators for Who Moved My Cheese?, a change management program based on Dr. Spencer Johnson’s very successful book.
Circumstances changed in 2005 when E-Myth Worldwide notified their entire network of Certified Consultants that they were terminating their certification. At the same time, Synchronicity opted out of the Who Moved My Cheese? certification to completely change the direction of the firm.
Since 2007, Synchronicity has returned to its roots and has been working with financial advisors across North America to help them improve efficiency and productivity. Our focus is one the key drivers of success for financial advisors – Direction, Client Experience, Growth, Advisor Performance and Capacity & Leverage.