FINANCIAL ADVISOR BLOG
Financial Advisor Blog
Are You Living Outside Of Your Comfort Zone Or Dying Inside Your Comfort Zone?
Some people are poisoned alive living within their comfort zone. Our best friend Chris Barrow is one of those people that lives every day to
May 5, 2014
How To Ask Your Clients For Life Insurance Referrals To Their Adult Children
Here is a script that includes a few questions in the first few lines of the script to help your clients get associated to the
April 28, 2014
April 2014 E-Newsletter – Balance · Plan · Reward – Solitude Renews Values, Reconnects And Renews Vision
Read the latest Leading Advisor E-Newsletter Solitude Renews Values, Reconnects And Renews Vision
April 24, 2014
An Example Of Full Client Disclosure; Simon I Hate Your Stinking Guts!
Laura and I were away in Todos Santos for a birthday break from March 30th – April 6th and here is an e-mail that we
April 21, 2014
Financial Advisor Blog
The Value Of Solitude – Rancho Pescadero, Todos Santos, Baja Sur, Mexico
Without solitude, values will not stay in your heart. Values need rest so they can reconnect and reform with renewed vision. Laura and I spent
April 14, 2014