FINANCIAL ADVISOR BLOG
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
DBS Private Client Group Inc.
Dear Simon: I want to thank you for your insights, practical tools and strategies. Your values based approach has provided me with a number of
End Of The First Quarter, Inspiring The Next
Hard to believe that it is the end of the first quarter of 2008. To inspire the second quarter of 2008, in your journal write
Miraculous March
March is not Madness for us and March is turning into a miraculous month for sales. In previous years our March sales have relied on
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