Do finish everything that you have unfinished for the year. Don’t start anything new this year – except finish your One Page Business Plan for…
FINANCIAL ADVISOR BLOG
It’s Tuesday, October 16th and I am flying to Saskatoon to speak at Advocis North Saskatchewan on Wednesday and then I’ll fly to Regina to…
The BC Securities Commission just launched a province-wide TV campaign and this Two-Faced Financial Advisor TV Ad caught my eye. How can investors protect themselves…
Next week I’m traveling to Saskatchewan and am honored speak at: Advocis North Central Saskatchewan – Fall Professional Development Day on Wednesday, October 17, 2012…
Click here to read Ten Reasons People Resist Change by Rosabeth Moss Kanter, Professor, Harvard Business School. Loss of control Excess uncertainty Surprise, surprise! Everything…
“The best part of the presentation was when Simon talked about making a mission statement, writing down objectives and measuring the growth of my business.…
Is your business in or out of balance? Excelling or struggling with: 1) Strategic Planning 2) Financial Modeling 3) Client Management 4) Sales & Marketing…