FINANCIAL ADVISOR BLOG
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
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
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