FINANCIAL ADVISOR BLOG
A Proud Member Of Advocis Since May 31, 2005
I just received my latest membership certificate from Advocis. Greg Pollock, President & CEO of Advocis encouraged me to display the certificate proudly and prominently.
June 2014 E-Newsletter – Balance · Plan · Reward – How Important Is Inspiration In The 2nd Half Of Your Business?
Read the latest Leading Advisor E-Newsletter How Important Is Inspiration In The 2nd Half Of Your Business?
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
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
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
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.