FINANCIAL ADVISOR BLOG
You’re Uninspired
I often ask groups of financial advisors what inspired them to become financial advisors in the first place. Almost every one of the respondents speaks
A Financial Advisor Speaking Ah-Ha
I’ve just had a speaking ah-ha after finishing the PowerPoint for my financial advisor speaking presentation to Advocis London that I will be delivering on
You Don’t Invest In Your Education Part 2
2. Personal Development (Self Help) It is no accident that if you search Wikipedia for “Personal Development,” it leads to a definition for “Self Help,” which supports
You Don’t Invest In Your Education Part 1
Norm Trainor remarked on another big shift in the industry. In the 70’s and 80’s, many agencies had captive advisors, but things are very different today. Now,
You Are Thinking Like An Employee
In his presentation, “The 8 Best Practices Of High-Performing Advisors” at the May 2007 Advocis Durham Education Day (Ontario), Norm Trainor remarked that there has
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