FINANCIAL ADVISOR BLOG
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
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
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.