FINANCIAL ADVISOR BLOG

Financial Advisor Blog

Understanding Your Biggest Challenge – Time Management
What’s one of your biggest challenges going on right now? Time management. What is the unmet need that it’s connected to? Safety and Security
November 2, 2015

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
October 26, 2015

Financial Advisor Blog

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
October 21, 2015

Financial Advisor Blog

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
October 19, 2015
Happy Canadian Thanksgiving!
“I am grateful for what I am and have. My thanksgiving is perpetual.” Henry David Thoreau
October 12, 2015