FINANCIAL ADVISOR BLOG


The Leadership Transition: Evolving from Salesperson to Consultant, to CEO, to Successor
I’m feeling fortunate to present the following at the Advocis South Saskatchewan Fall PD Day & AGM on October 16, 2025: “The Leadership Transition: Evolving


Why Your Associate Advisor Might Be Doing Less Than Expected—and How to Fix It
Why is it that you bring on an associate advisor, lay out their contract and expectations clearly, and yet, after some time, you feel they’re


Are You Using AI as a Tool — or Is It Using You?
Over the last year, I’ve been using ChatGPT, Claude, and Perplexity almost daily. These tools have helped me write and refine over a thousand words


If Clients Have ChatGPT, Then Why Do They Need a Financial Advisor?
I must be 50,000 words into writing articles, blueprints, checklists, diagnostics, frameworks, guides, playbooks, and worksheets for a new website that is nearing completion. Writing


Are You Leading Your Agency—or Just Managing Its Problems?
In the world of financial services, vision is abundant. Agency owners dream of building scalable businesses, serving more clients with excellence, and ultimately creating a