FINANCIAL ADVISOR BLOG
February 1, 2008
Eliminating RRSP Calls
I find that my new clients get consumed in the month of February making follow up calls to their clients that are not on a
January 31, 2008
January 30, 2008
A True Buffer Day & Giving Thanks For January 2008
Dan Sullivan explains: “Focus Days, when you’re producing the really best results; Free Days, when you’re rejuvenating; and Buffer Days, when you are preparing–handling the
January 29, 2008
Back Into Client Flow
It’s amazing to me that it is January 28th and I feel like I have just gotten back into flow with all of my clients
January 28, 2008
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.