FINANCIAL ADVISOR BLOG
Eliminating 66% Of RRSP Calls
– photo courtesy of; www.advocis.ca Over the years, I find my new clients consumed in the month of February making follow up calls to their
Succession Conversation Too Late?
– photo courtesy of; http://camdenhouse.ignisart.com/canon/prio.htm I believe human beings are basically honest, but at the same boundaries are so important. Succession Conversation Too Late is
Client Situations
Today’s Blog is about acknowledging Turning The Corner and making the Blogs about client situations. Today’s Blog is also short as I am taking the
You Are The Vessel Through Which All Communication Flows
– photo courtesy of; http://www.walltowallwallpaper.com/door-posters-1.htm My client was feeling bogged down with details and this was dampening their inspiration to attract more business to the
Rookie Of The Year
– photo courtesy of; http://www.baseballmovie.com/images/rookie-of-year.jpg I can’t tell you how many times I hear, “I was rookie of the year” and ever since, the client
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