FINANCIAL ADVISOR BLOG
Spring 2010 Financial Advisor Speaking Wall Of Fame
For fun I thought I’d create a Spring 2010 Speaking Wall Of Fame with conference brochures, conference journal and pen, hat, letters of appreciation, membership
July 7, 2010
With Care & Respect
Sometimes I have to send tough love e-mails to clients and here is one that I sent the morning of June 9, 2010. Dear Client
July 6, 2010
2010 Mid Way Celebration
It’s Friday July 2nd and I taking some time to document the things that Leading Advisor has to celebrate mid way through 2010. This will
July 5, 2010
Testimonials from Sun Life Sales Congress – Toronto, ON
Financial Advisor Speaking Testimonials from Sun Life Sales Congress – Toronto, ON – June 21, 2010 “I was provided with new ideas and the opportunity
July 2, 2010
July 1, 2010