“You really seemed to know how my specific business operates. You got to the heart of the matter. The presentation was thought-provoking and inspirational.” Liz…
FINANCIAL ADVISOR BLOG
Learning how to ask for referrals needs to be part of your client engagement process. In order to engage your clients and develop…
“I am grateful for what I am and have. My thanksgiving is perpetual.” Henry David Thoreau
See What NAIFA Advisors Said In Our Survey. Laura and I upgraded our Tradeshow booth for the NAIFA 2015 Annual Conference in New Orleans October…
Why is it that we don’t take two to three days and become anonymous — getting away from family and friends to be able to…
Solutions for Financial Services Professionals Laura had an an out of the blue telephone call from a financial services prospect that said/asked: “I am looking…
Laura and I moved to Parksville, BC, from Vancouver 10 years ago and we just joined the Parksville & District Chamber of Commerce on a…
To inspire is to influence, to move or guide from within. Motivation is flawed at the core. If you look it up in Webster’s Dictionary…