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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

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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

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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.

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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

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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.