FINANCIAL ADVISOR BLOG
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
1000 New Financial Advisors!
Serendipity continues to work!! I’ve been working on reaching the person in charge of arranging the Advocis – Nanaimo Education Day for April. I picked
“Our Marketing Is Happening By Itself!”
This week, in fact the month ahead (March 06) seems so easy with a clear Vision, with Projects identified and Scheduled. With RRSP Season completing
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