FINANCIAL ADVISOR BLOG
Webvisor – The Financial Advisors’ Guide To The Internet
Feeling honored to have been asked by Bart Wisniowski and Loic Jeanjean of AdvisorWebsites to write the Preface for their new book; Webvisor, the financial
Managing Your Advisor Energy
It is said that behavioral style matches the elements of fire, air, earth and water. These elements demonstrate the following characteristics; • Fire – Bold,
Speaking With These Esteemed Speakers Advocis Winnipeg Spring Conference
Happy to announce that I am speaking with these esteemed speakers at the Advocis Winnipeg Spring Conference on April 13th, 2011. Kenneth C. Pope, LL.B
Michael Healey Writes An Excellent Blog On The Definition Of PD Days
Check out this excellent blog by Michael Healey of ZLC Financial / Advocis Vancouver entitled Professional Development Day? Personal Development Day? Either way, it’s still
Planning Is Always More Important Than Action
Celebrating a planning day ( Buffer Day in Dan Sullivanese ) at Leading Advisor with work on: • Preparing for and completing a coaching call