Here is the Audio of my interview with James Silbernagel of NAIFA Client Cast / Real Wealth Media on the Top 17 Mistakes Consumers Make…
FINANCIAL ADVISOR BLOG
Laura and I are just back online from a 16-day holiday staycation from email, social media and telephone calls, and we are rested, relaxed and…
It’s Monday, December 15th and this is my last non-coaching day of our working year in advance of coaching days Tuesday, December 16th to Friday,…
December 2014 E-Newsletter – Balance · Plan · Reward – The Psychology of the Client Interview Part 2
Read the latest Leading Advisor E-Newsletter The Psychology of the Client Interview Part 2
We have just completed an edit of the TEDx Talk that I did back in April of 2013 shortening the video to 10 minutes and…
Aclamaciones! Bravo! Hourra! Hurra! Hurray! Sante! It’s the 10th Anniversary of our Leading Advisor Website. We decided to do a count of the webpages and blog posts we’ve…
Commemorating The NAIFA Iowa 2014 Sales Caravan Appreciating the opportunity to connect with friends and meet new friends, and the opportunity to be of service…