FINANCIAL ADVISOR BLOG
A Learning Experience From An Old Friend
(Please note that I am away from July 28th to August 2nd.) Don’t you just love having those insightful conversations with old friends when after
July 27, 2005
I Don’t Like Monday’s & Bloody Viruses & Useless Spam
An early edition. The day started off with one of our main computers (Laura’s) frozen with a virus. Thank you to Simon Parson’s for his
July 26, 2005
Has The Time Come For a “Fulfillment Planner”?
The following article (summary) from July’s Issue of Advisor’s Edge Magazine reminded me of an article that I wrote back in 1997. Advisor’s Edge Magazine
July 25, 2005
“Values & Behaviors Based Selling” Workshop, Friday, October 21st 2005
I was reminded of the value that is offered in a workshop that I facilitate called “Values & Behaviors Based Selling” during a coaching call
July 22, 2005
A True Vancouverite Requiring Plenty Of Short Breaks
This is an interesting week with all kinds of variety. I confess to being a true Vancouverite. Monday brought the first sunny “working” day that
July 21, 2005