Are You A Financial Survivor Or A Financial Advisor? Evolution has programmed us to feel the fear for survival in our guts. In days gone…
FINANCIAL ADVISOR BLOG
Maslow’s hierarchy of needs 5. Growth Needs – Self Actualization 4. Esteem Needs – Self Esteem, Recognition, Status 3. Social Needs – Sense of Belonging,…
You’ve heard other coaches, authors and experts talk about the foundational pieces you need in order to have a successful and profitable business. You know…
Nurture marketing and the wealth management movement A July 2004 survey of 579 Canadian financial advisors by CEG Worldwide revealed that: 44.7% of financial advisors…
Without a vision and a business plan, some financial advisors are addicted to selling. They’re caught in the trap of chasing sales of masses of…
Industry experts agree that the key foundational pieces for a successful business are: Values Vision, Purpose, Mission Money Management Plan Time Management Plan 90-day Goals…
Testimonials from Advocis Sault Ste Marie – “Engaging, animated and well worth the time spent. I didn’t expect the challenge to proceed with my goal…
I find that my new clients get consumed in the month of February making follow up calls to their clients that are not on a…