I received a wonderful compliment recently from a great colleague and client, Michelle Grassley Clarke, Executive Director for NAIFA IOWA. I just had to share…
As an avid journaler, I believe Livescribe is the best product to come along in the last thousand years! With financial advisors having to remember…
Operating without a budget cash flow document will cause you to walk into a sea of overhead until your hat floats. …
Financial advisors get tribal tattoos to signify that they do not want to work with high net worth clients. Simon ReillyInternational Values and Behavioral Analyst,…
Dear Bob, I had a reflection after our call and forgive me if I am too forward or off the mark … You have heard…
I said this to a valued client near the end of one of last weeks’ coaching calls, and my client and I had a really…
I felt very fortunate to have seen Michael Graham speak at the Advocis Winnipeg Spring Conference on April 13th, 2011. Michael’s presentation was fascinating providing…
Uses only key words & short phrases Versatile & easy to understand Strategic & tactical Eliminates the excuses for not planning Proven tool & process…