FINANCIAL ADVISOR BLOG
I’ve Been TEDx’ed
It’s Friday October 16, 2015 and I’m in Seattle International Airport en route to Victoria on my way back from speaking at the FPA (Financial
FPA Annual Spokane Workshop Speaking Testimonials from The Inspirational Tipping Point October 16, 2015
“You really seemed to know how my specific business operates. You got to the heart of the matter. The presentation was thought-provoking and inspirational.” Liz
How to Ask for Referrals
Learning how to ask for referrals needs to be part of your client engagement process. In order to engage your clients and develop
Happy Canadian Thanksgiving!
“I am grateful for what I am and have. My thanksgiving is perpetual.” Henry David Thoreau
Is Your Success 90% About WHY or 10% About HOW & WHAT?
See What NAIFA Advisors Said In Our Survey. Laura and I upgraded our Tradeshow booth for the NAIFA 2015 Annual Conference in New Orleans October
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.