FINANCIAL ADVISOR BLOG

Financial Advisor Blog

What Do You Tell Yourself And Your Clients About The Alarming Coronavirus And Market News?
Back in 2008 an advisor asked me, “What do I say to my clients?” We were in the advisor’s Toronto Bay Street (Canada’s Wall Street)
March 8, 2020

Financial Advisor Blog

7 Steps To Reset Your Mindset
According to Stanford University psychologist Carol Dweck, a mindset is a belief that orients the way we handle situations. Dwerk’s research with children found that
March 1, 2020

Financial Advisor Blog

How to Block out Disruptive, Chaotic Clients (Time Management Tips)
Blocking Out Disruption Don & Donna In preparation for Don & Donna, prepare the following; In the olden days, they had these large faced clocks
February 23, 2020

Financial Advisor Blog

7 Time Management Bandits You Must Defeat
OK, OK, OK! For you impatient time travelers, here are the 7 Time Bandits plus how to deal with Aggressive High New Worth Andy, Calamity
February 16, 2020

Financial Advisor Blog

7 Time Management Basics
7 Time Management Basics that are easily forgotten in today’s overstimulated world. Plan Your Day Getting Out Of Overwhelm and Decision Fatigue will set the
February 9, 2020