How Values and Behaviors Assessments Ensure Smooth Transitions in Financial Advisor Firms Over the last three decades, I have worked with financial advisors on preventing…
These are the Financial Advisor Trends that I am speaking about, working on with our clients, and writing about in the coming months.
Ontario Agency seeks an exceptional and experienced Remote/Virtual Commercial Insurance Specialist to join our Team to serve the Province of Ontario. You are a unique…
My Role as an FCOO (Fractional Chief Operating Officer) is to listen to my clients, work with them to create a vision and plan, and…
Are you ready to partner with an FCOO (Fractional Chief Operating Officer) who will listen to you, work with you to create a plan, and…
Most fact-finders fail because the fact-finder, both process and advisor delivering the fact finder, are all about the facts and not about both the facts…
Banning commissions related to financial products and services has been on the horizon for decades, and Fee-Based Fee-Only is inevitable. The Challenge with Transitioning from…
It is said, “Without Vision, People Perish.” The same would hold for business. Vision is created by the questions we ask and answer. Vision is…