Thankful for the opportunity to join these esteemed speakers at NAIFA Portland – NW Oregon Winterfest, Friday, Feb. 6, 2015: K. Roya Behbehani, Ben Davis, Mary Corrigan, John F. Nichols, MSM, CLU, Mark Rosenbaum, Roger W. Beyer & Jill Judd, LUTCF, FSSm William J. Clark, Daniel O. Corrigan.
“Great language around referral and client feedback. Realized I need to plan – haven’t been for a long time.” Matthew Grace First Financial Group “It…
Laura and I work with clients that often times work with their spouses. Laura and I have toyed with the idea of creating a company…
Honoured To Speak At The January 15 NAIFA Washington DC & North Virginia 2015 Kickoff.
Here is the Audio of my interview with James Silbernagel of NAIFA Client Cast / Real Wealth Media on the Top 17 Mistakes Consumers Make…
Laura and I are just back online from a 16-day holiday staycation from email, social media and telephone calls, and we are rested, relaxed and…
It’s Monday, December 15th and this is my last non-coaching day of our working year in advance of coaching days Tuesday, December 16th to Friday,…
December 2014 E-Newsletter – Balance · Plan · Reward – The Psychology of the Client Interview Part 2
Read the latest Leading Advisor E-Newsletter The Psychology of the Client Interview Part 2 Simon ReillyInternational Values and Behavioral Analyst, Business Coach, Speaker and Author…