FINANCIAL ADVISOR BLOG

Financial Advisor Blog

What Is Your ROI – Return Of Inspiration Worth
As a coach I’m always being asked about increasing ROI. You can’t get a ROI in your financial advisor practice without a ROI – Return
January 27, 2014
January 2014 E-Newsletter – Balance · Plan · Reward – Commission Disclosure Is Not A Problem And Here Is Why! Part 3
Read the latest Leading Advisor E-Newsletter Commission Disclosure Is Not A Problem And Here Is Why! Part 3
January 23, 2014
Advocis Hamilton Speaking Testimonials January 14, 2014
“It was a simple approach to creating a business plan and it stressed the importance of delegation. I found a new way of looking at
January 20, 2014

Financial Advisor Blog

Here Is What I’m Doing With My Samsung Galaxy Note 8
The Samsung Galaxy Note 8 with the S Pen is the best piece of technology I’ve seen in 20 years. Here is an example of
January 13, 2014
Keep Your Business Resolutions For 2014 by Tessie Sanci
Thank you to Tessie Sanci of Investment Executive for including my comments in the following article: Learn from last year’s successes and aim for value,
January 6, 2014