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…
FINANCIAL ADVISOR BLOG
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…
November 2014 E-Newsletter – Balance · Plan · Reward – The Psychology of the Client Interview Part 1
Read the latest Leading Advisor E-Newsletter The Psychology of the Client Interview Part 1
“Great road map for values and feelings questions to work with clients.” Erick Couch ProVision Brokerage “Great enthusiasm and ideas on ways of looking at…
In Flanders Fields By: Lieutenant Colonel John McCrae, MD (1872-1918) Canadian Army In Flanders Fields the poppies blow Between the crosses row on row, That…
It’s 8:40 a.m. on Sunday morning November 8 in San Fransisco after successful presentations at the Legacy Top Producer Conference. I am checked in for…