It’s Saturday, September 20th and I’m laying over in Seattle until Monday after returning from speaking at NAIFA Inland Empire in Ontario, California. I’m using…
FINANCIAL ADVISOR BLOG
Read the latest Leading Advisor E-Newsletter The Top 17 Mistakes Consumers Make When Working With A Financial Advisor
10 Q3 Review Questions To Get You On Track In Q4 What goals did you accomplish in the third quarter of 2014? Why are they…
“Great pace and tempo – it was articulate but fun. I liked the non-confrontational wake-up call. It was a reminder of why I am in…
This blog post contains the Membership Enrollment Script to Increase NAIFA Membership that I offered at the Sales Ideas BreakF.A.S.T. on Sunday, September 7, 2014,…
In both Canada and the US, Labor Day is dedicated to the social and economic achievements of workers, and it pays tribute to the contributions…
Read the latest Leading Advisor E-Newsletter What Are You Doing This Summer That Will Sweeten This Winter?
Read the latest Leading Advisor E-Newsletter Are Interrogatory Questions Alienating Your Clients? – Part 2