FINANCIAL ADVISOR BLOG
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
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.
Brand New Webinar From Simon Reilly…
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