FINANCIAL ADVISOR BLOG


Are We The Victim Of An A-lien Covenant?
Everything is a blessing, even the lien that was placed on our strata complex in February of this year. The lien placed unnecessary hardship on our business and cost us an enormous amount emotionally and financially. Is this true?


Serving The South This Week Speaking At #FPA Greater Memphis 2018 VIP Conference and #NAIFA Mississippi 2018 State Conference
With Laura and I living on Vancouver Island, it’s amazing that I’m back in the South this week. This is the 4th time speaking in Tennessee in the last six months along with speaking in Arkansas and Mississippi.


How to embrace change in your life
Embrace change, don’t resist it. In this ever-changing world in which we live in, the one thing that is guaranteed is change. Wouldn’t it be great if at the beginning of each day you took twenty minutes to focus on the truth of who you are?


We Love Working With Women Financial Services Professionals
We love working with women financial services professionals and here is what they have to say. – Laura Reilly
Solving The Family Succession Plan Led By Adult Children
We send out Coaching Call Follow-up Emails after every coaching call. The following Coaching Call Follow-up Email segues off of last week’s blog: Business Puzzles We Have Solved For Clients Q1 2018.