FINANCIAL ADVISOR BLOG
NAIFA Membership Workshop Video Overview
This is a communication that I recently sent to NAIFA Board Members. Here is an 18-Minute Overview of the Live NAIFA Membership Workshop that I delivered for NAIFA Ohio, New Mexico and Iowa.
Looking For Donna
We’re looking for an Executive Assistant for a client. Part of the service that we provide our clients is assisting in hiring staff members.
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.
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.