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
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
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.
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
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
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.