I’m taking a very selfish off week from clients next week. I say selfish because we normally work the first three weeks of the month…
FINANCIAL ADVISOR BLOG
First off, Happy 3rd Wedding Anniversary to my loving wife Laura. A couple associates and clients drew my attention to this posting on “For Advisors…
There was a time when I struggled to find the content for my Monthly E-Newsletters. Here is a list of the subject titles that I…
In follow up to yesterday – Doug Knight agreed with me. As you know I took the weekend as break and time for “no thought”…
Here is a copy of a follow up e-mail that I sent to Doug Knight, the President of Advocis Kelowna regarding Friday’s Presentation. Dear Doug,…
Laura and I deceided to stay at a Bed & Breakfast instead of a hotel while in Kelowna for the Advocis Pro-D Day. Part of…
Laura and I had a great trip to Kelowna. We talked with Alex Nicholson of Pro-Seminars as soon as we arrived about an early dinner…
So —–. glad I stretched yesterday! It’s a 5am start today with two hours to finish the PowerPoint and then it’s a day of traveling…