It’s Friday evening, June 20th and I’m on a flight from San Francisco to Victoria returning from speaking at NAIFA Mount Diablo’s Sales Summit in…
FINANCIAL ADVISOR BLOG
Just finishing up all of my Project work and to-dos and will be up to date the end of next week after completing my 2013/2014…
I just received my latest membership certificate from Advocis. Greg Pollock, President & CEO of Advocis encouraged me to display the certificate proudly and prominently.…
Read the latest Leading Advisor E-Newsletter How Important Is Inspiration In The 2nd Half Of Your Business?
Over the past 12 months I have spoken at NAIFA State Conferences in California, Georgia, Montana, New Hampshire, North Dakota, South Carolina, Washington and West…
“It reminds me of a course in the 70’s from Wilson Learning – good stuff! This is much more advanced. It makes me look at…
A huge thank you to John W. Wheeler Jr., CFP, CLU, ChFC, CRPC, LUTCF of Water Tower Financial Partners, LLC. I had the pleasure of…
Read the latest Leading Advisor E-Newsletter Are Interrogatory Questions Alienating Your Clients? – Part 1