FINANCIAL ADVISOR BLOG
What Were My Expectations?
The Compassionate Advisor financial advisor speaking presentation is in the books having completed my first version of this presentation to The Independent Financial Brokers Summit
April 23, 2009
Are You High Net Worthy?
It’s Tuesday evening and I am at the Comox airport lounge awaiting a Tuesday evening flight to Calgary for tomorrow’s financial advisor speaking presentation of
April 22, 2009
Apology Act
April’s Advisor’s Edge included this Buzz – I’m Sorry. “It’s okay to say sorry if you feel your advice may have harmed a client’s interests.
April 21, 2009
Financial Advisor Referrals
Does A Financial Advisor Appear To Be Too Needy When They Ask For Referrals? Today is a Buffer Day to get sorted out for the
April 20, 2009
Cracking The Cork
It is going to be a working weekend and I will be investing the early hours of Saturday and Sunday morning to put the finishing
April 17, 2009