It’s Thursday, September 6th @ 3:20 pm and Laura and I just boarded the 3:15 pm BC Ferry from Duke Point on Vancouver Island to…
FINANCIAL ADVISOR BLOG
As Fall approaches and I am renewing my commitment to respect my energy and time, I am posting the following thoughts / instructions because: Some clients…
Read the latest Leading Advisor E-Newsletter Out Of Balance? Receive The 7 step Balanced Business System
Is your business in or out of balance? Excelling or struggling with: 1) Strategic Planning 2) Financial Modeling 3) Client Management 4) Sales & Marketing…
Laura and I watched Detachment which is a remarkable movie starring Adrien Brody and Christina Hendricks. Adrien plays Henry Barthes, a substitute teacher roaming from…
Read the latest Leading Advisor E-Newsletter 10 Steps to Help You to Get the Sale
“I was introduced to Simon in 2005 by a mutual acquaintance. Even during our first telephone conversation I felt Simon’s intense enthusiasm. Simon went on…