FINANCIAL ADVISOR BLOG
8 D’s Before A HoliDay!
Laura and I are headed for Nuevo Vallarta, Mexico April 23 – 30 returning back to work on May 2nd. I’m leaving you with a re-post
Are You Losing Your Capacity For Concentration, Contemplation And Reflection?
This culture of distraction is the subject of the best-selling book The Shallows: What the Internet is Doing to Our Brains, by Nicholas Barr. It
Do You Have Conflict Between Urgent Vs. Important?
The conflict between urgent vs important projects always exists. Most financial advisors have little problem identifying critical tasks & near-term projects. On the other side
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
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.