FINANCIAL ADVISOR BLOG
A Testimonial From The Other Side Of The World
As so often is the case when you are on a journey of self-remembering, a teacher appears before the seeker. In this particular case, my
A Rare Travel Day In The Middle Of A Week Day
What’s rare about today, Wednesday, is I am traveling to Regina, SK to speak at the Advocis South Saskatchewan Education Day on Thursday and I
Escape Velocity!!
We are experiencing escape velocity at 10:39am PDT, Tuesday, May 8, 2007! A client and I were speaking today about business planning and taking note
CRM Or FRM?
I post the following question on For Advisors Only. A client has asked me to research what other financial advisors are using for either Customer
The Reasons We Speak
While driving through dense fog on my way to Nanaimo, BC at 6:30am PDT on Monday morning, I thought that living on Vancouver Island can
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