FINANCIAL ADVISOR BLOG
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
TEDx Talk The Inspirational Tipping Point 1 Year Anniversary
Without solitude, values will not stay in your heart. Values need rest so they can reconnect and reform with renewed vision. Sometimes, while an opportunity
April 7, 2014
March 2014 E-Newsletter – Balance · Plan · Reward – True Values Based Selling
Read the latest Leading Advisor E-Newsletter True Values Based Selling
March 27, 2014
NAIFA Northern California Speaking Testimonials March 14 2014
“Insightful! I received steps that can be utilized to develop and improve.” Barry M Rosenberg The Principal Financial Group “Simon’s enthusiasm and conviction on how
March 24, 2014