You know what I say, “I get what I focus on”. I’ve been ranting about clients missing appointments over the past few days in the…
FINANCIAL ADVISOR BLOG
‘Two Strikes You’re Out!’ In my last Blog, ‘Oversell Just Like Hotels & Airlines?’ I shared my thoughts about ‘Overselling’. I stated that we will…
“Good afternoon ladies and gentlemen and welcome to XYZ Airline and the 1pm Flight 001 to Anywhere. We are asking for a volunteer. We have…
Financial Advisors are remarkable people with an amazing amount of inner strength that serves them when they face significant personal challenges and with the guidance…
A day does not go by without asking prospective clients if they have completed their client segmentation into A, B & C clients. What would…
We in BC must persevere and stop giving our Eastern Canadian brethren fuel on our news casts about our whining about our first Vancouver, BC…
It is 3:52pm PDT and I just got a call from Laura to say that our electricity had just come back on! Laura mentioned that…
It’s 6:43am PDT and I’m on my way to Horseshoe Bay / West Vancouver, BC on a BC Ferry from Nanaimo, BC. I woke up…