FINANCIAL ADVISOR BLOG
Trust The Process
Monday was a great day as Laura and I invested the day in a live planning session with one our long term clients and their
Birthday & Seasons
It’s 3:45pm on Saturday, April 5th. It’s my birthday. I’ve had a 3 hour nap and I’m sitting in my office listening to the likes
The Most Engaging Lunch & Learn
Thank goodness that it is Friday. I’ve been working to rule so to speak since I came in off the road just before Good Friday
Testimonials From Advocis Calgary – March 19, 2008
“I really enjoyed the focus on core issues and my needs in the business, and how the focus on my thinking and how it influences
Attract The Second Quality Assistant
I drafted the following script for a client to enable them to get their existing assistant on side with their expansion plans. I am looking
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