FINANCIAL ADVISOR BLOG
The 20-Point Day, A Tool To Use To Maintain Peak Performance
Over the past 12 months I have spoken at NAIFA State Conferences in California, Georgia, Montana, New Hampshire, North Dakota, South Carolina, Washington and West
June 16, 2014

Financial Advisor Blog

The Client Commitment Process Speaking Testimonials from NAIFA Washington State Annual Convention May 20, 2014
“It reminds me of a course in the 70’s from Wilson Learning – good stuff! This is much more advanced. It makes me look at
June 9, 2014
Are Interrogatory Questions Alienating Your Clients? – Part 1
A huge thank you to John W. Wheeler Jr., CFP, CLU, ChFC, CRPC, LUTCF of Water Tower Financial Partners, LLC. I had the pleasure of
June 2, 2014
May 2014 E-Newsletter – Balance · Plan · Reward – Are Interrogatory Questions Alienating Your Clients? – Part 1
Read the latest Leading Advisor E-Newsletter Are Interrogatory Questions Alienating Your Clients? – Part 1
May 29, 2014

Financial Advisor Blog

The Inspirational Tipping Point Speaking Testimonials from NAIFA West Virginia State Convention May 16, 2014
“The ideas presented in the One Page Business Plan give me a much better road map for my business. I liked the explanation about how
May 26, 2014