FINANCIAL ADVISOR BLOG
Thrilled To Be Speaking @ NAIFA Seattle’s – Preparing For A New Year, Nov 8th!
I am thrilled to be speaking at NAIFA Seattle’s – Preparing for a New Year, Nov 8th! http://www.naifase.org/archive/2012-11-08
October 23, 2012
The Top Don’ts and Do’s For 2012
Do finish everything that you have unfinished for the year. Don’t start anything new this year – except finish your One Page Business Plan for
October 19, 2012
In 10 Weeks, What Will You Do With 16 Days Off?
It’s Tuesday, October 16th and I am flying to Saskatoon to speak at Advocis North Saskatchewan on Wednesday and then I’ll fly to Regina to
October 17, 2012
Are You A Two-Faced Financial Advisor?
The BC Securities Commission just launched a province-wide TV campaign and this Two-Faced Financial Advisor TV Ad caught my eye. How can investors protect themselves
October 15, 2012
Speaking @ Advocis N. & S. Saskatchewan Professional Development Days Oct 17 & 18, 2012
Next week I’m traveling to Saskatchewan and am honored speak at: Advocis North Central Saskatchewan – Fall Professional Development Day on Wednesday, October 17, 2012
October 12, 2012