FINANCIAL ADVISOR BLOG

Phil Hauser’s answer to: Focal Points of Community, I wish to be part of. I would like to have better camaraderie within my industry. Many

Now that we have this lot out of the way, the rest of the week will be easy. Planning: • Planning Review Last Week •

Rathtrevor Park I am so liking my new Time Management Plan with a Planning Day and 4 Client Days behind me from last week, I

Not to sound like a prude in the dark ages, I’ve been wondering what all the fuss has been about. Over the past two months

For fun, I pasted a map of Canada onto a white board and flagged the location of all of our clients and here are some