FINANCIAL ADVISOR BLOG
Day Two Of Clientcentric Blogging
Day Two Of Clientcentric Blogging It’s 8:02am on Wednesday and I am well into a week of back to back coaching calls. With my new
Duncan Robinson 2007 Ride To Survive Cancer From Kelowna To Vancouver, BC
Duncan Robinson of Freedom 55 Financial on the June 22, 2007 Ride To Survive Cancer From Kelowna to Vancouver, BC Note Duncan’s T-shirt has a
Give A Man A Fish, Feed Him For A Day
I hope that you are having a great week. Please complete the attached coaching call client prep form in advance of our call. We connected
MS Excel Video Professor
Financial Advisors continue to amaze me in that they operate their business and personal lives without using a Monthly Microsoft Excel Spreadsheet that includes their
What Is Your Parable?
Thank you for today’s coaching call. Please write out your story / parable along with the entire sales process. Click here to read a copy
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.