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

Financial Advisor Blog
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
October 12, 2015

Financial Advisor Blog
5 Steps To Inspire You For The Next 3 To 5 Years
Why is it that we don’t take two to three days and become anonymous — getting away from family and friends to be able to
October 5, 2015
Are Looking For Something, But You Don’t Know What It Is?
Solutions for Financial Services Professionals Laura had an an out of the blue telephone call from a financial services prospect that said/asked: “I am looking
September 28, 2015

Financial Advisor Blog
Leading Advisor Inc. Parksville Chamber of Commerce
Laura and I moved to Parksville, BC, from Vancouver 10 years ago and we just joined the Parksville & District Chamber of Commerce on a
September 15, 2015