FINANCIAL ADVISOR BLOG

‘Name That Visionary Contest’: Who are the Top 10 leaders in the industry today? Submit your nominations and you could win an iPhone. Enter the

[ Please note that I am not in business with Bart Wisniowski and AdvisorWebsites and they are not paying me a commission for this mention.

Testimonials from SunLife Kelowna – Kelowna, BC – April 7, 2010 “Well presented. Very holistic and your material is relevant to our business.” Wayne c.

Take a look at the following thought experiment. One hundred monkeys are divided into four groups: The first group of monkeys receives electric shocks at regular

In the Clear Values Scorecard, I asked where you are on the continuum between, “I lack focus,” and, “I follow a written 5-year vision and