FINANCIAL ADVISOR BLOG
A Remarkable Financial Advisor
Financial Advisors are remarkable people with an amazing amount of inner strength that serves them when they face significant personal challenges and with the guidance
Client Segmentation
A day does not go by without asking prospective clients if they have completed their client segmentation into A, B & C clients. What would
BC Canadians Unite! Stop Whining In A Winter Wonderland!
We in BC must persevere and stop giving our Eastern Canadian brethren fuel on our news casts about our whining about our first Vancouver, BC
🙁 I’m Spoiled By Electricity
It is 3:52pm PDT and I just got a call from Laura to say that our electricity had just come back on! Laura mentioned that
A Shower By Candlelight
It’s 6:43am PDT and I’m on my way to Horseshoe Bay / West Vancouver, BC on a BC Ferry from Nanaimo, BC. I woke up
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.