FINANCIAL ADVISOR BLOG


What Was Our First Answer To; What Did We Accomplish In 2017?
Part of our pre-planning process for the year includes Laura and I pre-answering the following questions and then getting together to share our answers.


The Impact Of Speaking At #NAIFA & #NAILBA
December 19th was my last telephone coaching day of the year and right in the midst of the day I received this surprise e-mail from Missy Pursley. Thank you Missy Pursley and Emily Holbrook.


Seasons Greetings 2016
Wishing you all the joys of the season and happiness throughout the coming year. Looking forward to working with you to meet and exceed your goals for 2017.


Congratulations To The Following Leading Advisors
Leading Advisors that we have had the honor to work with in 2016. Each of them has the values, vision and purpose to be extraordinary.


Susan’s Duties As Personal Assistant For Leading Advisor
Success in 2017 will be a result of having a written vision, business plan and a personal assistant duties task list that you will delegate.