FINANCIAL ADVISOR BLOG
When It’s Really Important We …
Make a list Put it on our calendar Use post-its as reminders Follow up w/ phone calls & email Do research Make a budget Get
I’m Making It Up As I Go Along!
This is what people hear & think when we say “I don’t have a business plan”. I’m not serious about my business This is a
What Does Your Business Plan Communicate?
Business Plans communicate more than we would like! Most Advisors are bright, intelligent people … However, you might not think so after reading their business
20 Public Speaking Tips From The King’s Speech
Here’s the 20 public speaking tips that I learned or was reminded of from The King’s Speech. Colin Firth is clearly an Oscar contender for
I Don’t Have A Business Plan
What do we mean when we say “I don’t have a business plan”? It’s not in writing It’s not well-organized It’s not professional It’s not
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.