FINANCIAL ADVISOR BLOG
February E-Newsletter – Balance · Plan · Reward – Sometimes it’s not about adding more things to your list…
Read the latest Leading Advisor E-Newsletter Sometimes it’s not about adding more things to your list…
Taking a Social Media Time Out
I’m Taking A Social Media Time Out From 140 Character Posts To FaceBook, LinkedIn And Twitter. My unique abilities are coaching, speaking and writing. Just
Achieving Success in Any Economy Speaking Testimonials from NAIFA Portland Winterfest, February 6th, 2015
“Simon “fleshed out” a process that has been around for some time but also offered a very practical approach to how to use it!” Christopher
NAIFA Portland – NW Oregon Winterfest February 6, 2015
Thankful for the opportunity to join these esteemed speakers at NAIFA Portland – NW Oregon Winterfest, Friday, Feb. 6, 2015: K. Roya Behbehani, Ben Davis, Mary Corrigan, John F. Nichols, MSM, CLU, Mark Rosenbaum, Roger W. Beyer & Jill Judd, LUTCF, FSSm William J. Clark, Daniel O. Corrigan.
The Inspirational Tipping Point Testimonials from NAIFA Greater Washington & NAIFA North Virginia Kick Off Event January 15th, 2015
“Great language around referral and client feedback. Realized I need to plan – haven’t been for a long time.” Matthew Grace First Financial Group “It