FINANCIAL ADVISOR BLOG
Rogue Behaviour Elimination and DOL Compliance
Rogue Behaviour Elimination? My reply is have the Advisor complete a Values and Behaviours Assessment. This will ensure the elimination of rogue behaviour.
Post-Election Rest
It’s post election 2016. Will Mom (Secretary Hilary Clinton) and Dad (President Elect Donald Trump) stop fighting?
What Your Client Said (While You Weren’t Listening) by Robert Gignac
Here’s a great article from my friend, author and speaker Robert Gignac that provides some DOL Perspective From Canada. Bob’s article is written from the perspective of what is going on in Canada in relationship to the disclosure of commission/fees.
Apathy Or Membership? What Is Your NAIFA State Board’s Biggest Problem?
Membership apathy is the main roadblock that NAIFA State Board Leaders want to eliminate in their associations.
Membership Is Not A Product; Membership Is A Personalized Service
Membership is not a product; NAIFA Membership is a personalized service. Discover what the potential NAIFA member wants to improve upon in their business.
Brand New Webinar From Simon Reilly…
Simply enter your info below for free, instant access to my new webinar that will reveal how to Eliminate Stress, Create More Time, Increase Productivity, and Position Your Advisor Business for a Smooth Succession Using The 5 Advisor Superpowers.