FINANCIAL ADVISOR BLOG
Thank You Ken David Of CRMit
A huge thank you to Ken David of CRMit for completing the upgrade of our Maximizer CRM 11 to Enterprise Edition. Enterprise Edition includes All
LENT – Learn & End Negative Thoughts
I ran across two very interesting articles in the Saturday, Feb 9th edition of the Vancouver Sun as I’m always keeping my eyes open for
Breaking The Pattern That A Happy Customer Only Tells One Other Customer
Three cheers to OtterBox for their absolutely amazing customer service. I broke the belt clip part of my OtterBox through no fault of the OtterBox
Chris Barrow Running The London, England Marathon
Good luck to my mate and business coach Chris Barrow who is running in the London, England Marathon on Sunday, April 17 and proceeds are
Useful Tips To Increase The Level Of Interest / Closing Ratio At Your Next Seminar
I’ve done hundreds and hundreds of financial advisor speaking presentations and received loads of testimonials and submitted “forms of interest” at the end of my
Brand New Webinar From Simon Reilly…
Simply enter your info below for free, instant access to my new webinar that will reveal how to Eliminate Stress, Create More Time, Increase Productivity, and Position Your Advisor Business for a Smooth Succession Using The 5 Advisor Superpowers.