FINANCIAL ADVISOR BLOG
“It Took Two Years To Create The Problems”
Pat said to me “It took you two years to create these problems”. Pat is one of my closest friends and a great mentor. I
Loneliness Of The Speaker On The Road
🙂 Experiencing or fighting the “loneliness of the speaker on the road” just now sitting in my hotel room in downtown Kitchener waiting for the
Ramblings On Getting Ready To Fly
The following thoughts are what came to mind over the course of Sunday, March 5th as I prepared for the week ahead. * * *
Hiring For A “Triple A” Personality Financial Advisor
Yesterday was what one dreams of. A 9am flight to Vancouver to meet with Nicky Sung of FM Financial for an interview to discuss different
As A Result Of Working With Leading Advisor
Here is a copy of an assignment that I sent to my clients today. Dear ______, I would like to go over the following document
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