FINANCIAL ADVISOR BLOG
Financial Advisor Coaching Books
Here are two of my Tweets from last week; • How do I learn how to attract high net worth financial and investment advisors? •
Travel Celebration Update 12-15-09
Celebrating I worked Sunday, December 13, 2009. Yes celebrating because Air Canada called at 4pm on Monday and cancelled my 6am Tuesday Nanaimo flight to
Don’t Buy A Journal, One Is A Waste Of Time
Here is a pic of the 15 journals that I have happily filled this year. My commitment this year was to eliminate scraps of paper
High Net Worth Referral Prospect Letter
I’m currently reading; Attract Clients – A Financial Advisor’s Guide to Building and Running a Practice by W. Lloyd Williams. This is a great book
Clear Your Roadblocks Workshop & Coaching Overview
The One Day Live Clear Your Roadblocks Workshop & 60 day Coaching Program helps the advisor to reconnect with the values that are the foundation
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.