“I need to redefine my job! I feel like I have nothing to do because my “new hire” is so efficient.” That is the kind…
FINANCIAL ADVISOR BLOG
I received the following list from the late great Thomas Leonard of Coach University back in 1996/1997. I thought that you might find value in…
My friend and collaborator Pat Finucane attended Monday night’s “Ask The Advisor” Free Teleclass. Pat suggested that I enhance the Teleclasses by adding an ongoing…
Here is a copy of and e-mail that I sent a few months ago to a prospective client in follow up to a conversation that…
Is August a 3, 4 or 5 Week Month? Consider the following; Week 1 – August 1 – 5 Week 2 – August 8 –…
(Please note that I am away from July 28th to August 2nd.) Don’t you just love having those insightful conversations with old friends when after…
An early edition. The day started off with one of our main computers (Laura’s) frozen with a virus. Thank you to Simon Parson’s for his…
The following article (summary) from July’s Issue of Advisor’s Edge Magazine reminded me of an article that I wrote back in 1997. Advisor’s Edge Magazine…