FINANCIAL ADVISOR BLOG
Withdrawal Of Services – Creating Space For New Clients
We are sending out the following e-mail to a few clients. Dear ____________, We have enjoyed working with you and knowing you as a person
Online Office Assistant
The weekend felt really good for many reasons and on a business note, because of stretching to create a brand new PowerPoint for the April
Calgary’s Independent Financial Brokers Summit
Traveling this week with Laura is and has been a blessing. Laura critiqued my Vancouver Independent Financial Brokers Summit Presentation from Tuesday, April 11th and
Your First NHL Play Off Game
If you were Roberto Luongo … Would you like to be known for stopping 76 shots in 78:08 minutes into the 6th longest playoff game
Topics Of Conversation With Clients
A full day on the phone with clients and I thought that I would list all of the topics of conversation that I covered today.
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.