FINANCIAL ADVISOR BLOG
Are Interrogatory Questions Alienating Your Clients? – Part 2
Do you know the difference between Consultative vs Interrogatory Questions? The difference between Consultative vs Interrogatory Questions influenced me to consider the following questions; With
July 21, 2014
Happy Independence Day!
Happy Independence Day to all of our associates, clients, family and friends in the United States of America!
July 4, 2014
Happy Canada Day!
Happy Canada Day to all of our associates, clients, family and friends!
July 1, 2014
Should One Post Blogs, Newsletters or Social Media Posts Over The Summer Months?
It’s Friday evening, June 20th and I’m on a flight from San Francisco to Victoria returning from speaking at NAIFA Mount Diablo’s Sales Summit in
June 30, 2014
The Inspirational Tipping Point Book – Curing The Unmet Needs Disease Re-Visited
Just finishing up all of my Project work and to-dos and will be up to date the end of next week after completing my 2013/2014
June 27, 2014