FINANCIAL ADVISOR BLOG
The Think Big Manifesto
Yesterday’s blog about general financial advisors needing to reinvent and brand themselves was right on the heels of Michael Port’s release of The Think Big
General Financial Advisors
General Motors kill off of Pontiac was writing on the wall and Buick should go along with Pontiac and Oldsmobile making far better sense to
Practice With Purpose
Whew! What a week! Time to Practice With Purpose on my end. Valleys – practicing without purpose, complaining about what could have been Plateaus –
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