Curing the Unmet Needs Disease is a specific three-part process which we will cover in-depth in the coming pages. Along with that, though, it is…
FINANCIAL ADVISOR BLOG
For fun I thought I’d create a Spring 2010 Speaking Wall Of Fame with conference brochures, conference journal and pen, hat, letters of appreciation, membership…
Sometimes I have to send tough love e-mails to clients and here is one that I sent the morning of June 9, 2010. Dear Client…
It’s Friday July 2nd and I taking some time to document the things that Leading Advisor has to celebrate mid way through 2010. This will…
Financial Advisor Speaking Testimonials from Sun Life Sales Congress – Toronto, ON – June 21, 2010 “I was provided with new ideas and the opportunity…
I was fortunate enough to meet Dan Sullivan of Strategic Coach while I was at The Million Dollar Round Table and Dan and I exchanged…
Its 12:45pm on Tuesday, June 8th and taking this opportunity to journal about my own behavioural awareness. As much as I tried, The Artist in…