FINANCIAL ADVISOR BLOG

Monday included a partial Client Day in the early morning and the balance of the day was invested in fine tuning our Brand working with

I’ve made great progress on the book since last Wednesday as I worked on the book on my flight home from Toronto, ON and during

Irene & Simon Reilly – August 25, 2007. It’s 3:33pm PST on Saturday, August 25, 2007 and Laura and I are on the BC Ferry

Here are the 17 of the 49 points in Steven’s book that stood out to me. Note: I’m talking about the 49 points that stood

It’s Thursday evening at 6pm PST. A successful day working with clients while on the telephone. I’m feeling tired from my trip to Ontario. I