FINANCIAL ADVISOR BLOG
Happy Canada Day Long Weekend
We are taking the Canada Day Long Weekend off until Tuesday, July 3rd. Laura with Pam, George & Lea on our Saturday evening cookout dinner
Clientcentric Blogs For The Week
Here is balance of the Clientcentric Blogs for today along with the all the Clientcentric Blogs for the week. Have a fantastic Canada Day Long
Do We Practice To Enjoy Or To Survive?
Phil Hauser sent me this quote by Jim Henson of The Muppets fame. I spend a few minutes in meditation and prayer each morning. I
Referral Script
Here is a referral script that we created today. I am wondering if you could help me? I recently met with a marketing consultant and
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.