FINANCIAL ADVISOR BLOG

One of my client’s exclaimed; “my assistant is running me, I’m not running my assistant”! What my client meant is that there are certain jobs

In speaking with a client today, my client told me the reason that they don’t ask for referrals is that they believe – “I don’t

With all the cross Canada activity that we have been doing we having been really racking up the long distance minutes. Literally – Yesterday we

Laura and I spent some time yesterday reviewing a draft curriculum for the January 2007 Vision Retreat. Here is what we know right now; Content;

My computer did not melt down exactly. I’m writing this blog on my laptop while I’m slowly closing over an estimated 100 open pages (most