FINANCIAL ADVISOR BLOG
Why Some Prospects Say Yes – and Never Mean It
Have you ever spent valuable time with a promising prospect—offering insight, strategy, and direction—only to have them enthusiastically say “yes,” then never follow through? If
Always There: In Loving Memory of Helen Mallett / Gunter-Smith
I’m sad to share that Laura’s mother, Helen Mallett / Gunter-Smith, passed away peacefully at 6:43 a.m. on Tuesday, June 17, at the Royal Jubilee
What Happens When a Tired Mind Meets a Thinking Machine?
This week, I experienced something both mundane and extraordinary. I was working through the final stages of a complex hiring decision — on a Friday,
Feeling Drained After Client Meetings? Understand Why and Reset Your Rhythm
It’s May 30, 2025, and the end of another emotionally and physically exhausting week—one of those focused coaching weeks filled with a dozen or so
Are AI Notetakers like otter compliant for Financial Services?
A Look into the Future of Transcription in Our Industry Over several years, I’ve been using Otter.ai in conjunction with Zoom as a reliable AI
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.