I was thinking of creating a new PowerPoint to associate Financial Advisors to the fact that many of them are not taking the necessary action…
FINANCIAL ADVISOR BLOG
Something new to contend with – FOG! We’ve been experiencing Fog for the past few days and I imagine that flights out of Comox, BC…
-photo courtesy of www.research.utoronto.ca/edge/fall2003/zoom.html Tolerations are like the sound of finger nails on a blackboard. My updated Tolerations List is at the bottom of this…
Laura & I reviewed our Financial Advisor Public Speaking Presentation Marketing that includes; – Speaking Folio – Direct Mail – Speaking Folio Follow Up –…
Kim Black forwarded this excellent Blog on Mind Mapping with a Tablet PC. Here is an excerpt from the article that I have editing slightly…
It’s in the early am and I’m just going through a client file in advance of our appointment. Making a note to myself about the…
Remember the silly children’s card game of “52 Pickup”? – photo courtesy of www.mgcpuzzles.com You remember – one kid takes your playing cards and asks…