FINANCIAL ADVISOR BLOG
November 2014 E-Newsletter – Balance · Plan · Reward – The Psychology of the Client Interview Part 1
Read the latest Leading Advisor E-Newsletter The Psychology of the Client Interview Part 1
The Inspirational Tipping Point and One Page Business Plan Speaking Testimonials from Legacy Financial Top Producers Conference, Rohnert Park, CA, November 6-7, 2014
“Great road map for values and feelings questions to work with clients.” Erick Couch ProVision Brokerage “Great enthusiasm and ideas on ways of looking at
In Flanders Fields By: Lieutenant Colonel John McCrae
In Flanders Fields By: Lieutenant Colonel John McCrae, MD (1872-1918) Canadian Army In Flanders Fields the poppies blow Between the crosses row on row, That
On December 31, Will You Have Numbers Or A Story?
It’s 8:40 a.m. on Sunday morning November 8 in San Fransisco after successful presentations at the Legacy Top Producer Conference. I am checked in for
NAIFA California Statewide Brown Bag Webinar “The Psychology of the Client Interview”
I was fortunate to have the opportunity to present “The Psychology of the Client Interview” via the October 21, 2014 NAIFA California Statewide Brown Bag
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.