A prospective client e-mailed me the above question with an overview of their situation and here is my reply. I’m observing: • You have a…
In What Did You Do With Your Summer To Get Ready For September? I wrote about my Summer Buffer Day activity which included a list…
We just received CE Accreditation under the new 2010 Advocis / CLU Institute CE Accreditation Guidelines for the One Page Business Plan speaking presentation. Here…
In What Did You Do With Your Summer To Get Ready For September? I wrote about my Summer Buffer Day activity which included a list…
Last week had the phone ringing with some advisors looking for Motivation. I started one conversation with these two questions: What are the three biggest improvements…
According to Amy Mcllwain of Financial Social Media, these are The Seven Deadly Social Media Sins: 1. No Social Media Compliance Policy 2. No Social…
In What Did You Do With Your Summer To Get Ready For September? I wrote about my Summer Buffer Day activity which included a list with…
“Simon presents a concept and pattern for business that is easy to follow and is just what I needed for 2011.” Timothy West Timothy West…