FINANCIAL ADVISOR BLOG


Are You Accomplished 7 Weeks Into 2016?
Accomplished is more than a word that is resonating with me at the moment, 7 weeks into 2016, after wrapping up the week of February 15th in advance of travelling


Escape Your Comfort Zone
[vsw id=”PwdU2b_RDAc” source=”youtube” width=”597″ height=”336″ autoplay=”no”] Let me take you back to 2013, when I did a TEDx Talk on “The Inspirational Tipping Point” and


Breathe New Life Into Your Business and Yourself
February 2016 is well underway and you have completed your: 5 Year Vision 2016 Business and Marketing Plan complete with Monthly Scorecards and Progress Reports


Understanding A Complicated Statistician Vs A Value Added Advisor
[vsw id=”HWvd1BIm3Tw” source=”youtube” width=”597″ height=”336″ autoplay=”no”] Become a Value Added Advisor The slide is a benchmark of the 6 strongest values of the strongest advisors


When The Markets and Your Clients Are Freaking Out
China, commodities, currencies, Iran, oil, stocks – up, down, up, down, up, down and if you have been watching the markets in January 2016 you