FINANCIAL ADVISOR BLOG
A Brilliant Video To Explain WHY Clients Buy
Michele Grassley Clarke, Executive Director of NAIFA-Iowa shared this brilliant video with me last week from Simon Sinek that clearly explains that your clients do
March 5, 2012
Is Your Own Radio Show Really the Answer?
One of my client’s is running their own radio show and this Is Your Own Radio Show Really the Answer? blog by Brandon Stuerke caught my
March 2, 2012
The Family Enterprise Advisor Program Part 2 Of 2
Please join me in congratulating the 2011 Graduates of the Family Enterprise Advisor Program (FEAP).
March 1, 2012
Don’t Contact People To Have A Beverage, Quick Chat Or Lunch
Don’t misunderstand me; I’m happy to follow up when contacted by e-mail asking me To Have A Beverage, Quick Chat Or Lunch if I understand
February 29, 2012
The Family Enterprise Advisor Program Part 1 Of 2
Peter Cotterill of the UBC’s Sauder School of Business – Business Families Centre (BFC) contacted me to introduce himself and the The Family Enterprise Advisor
February 28, 2012