You are experiencing some or all of the challenges on the following list. • Administrative “busy work” that takes all your time • Beating yourself…
FINANCIAL ADVISOR BLOG
“I can’t wait to get the brief emailed to me. The analogy of Christmas Past and It’s a Wonderful Life were powerful. I understand the…
Here is a copy of an e-mail that I sent to a prospective client that told me that they did not want to burden themselves…
Read the latest Leading Advisor E-Newsletter Leadership and Team Building
“Great Information and well put together. Simon gave us some immediate takeaways, useful pieces that I can use tomorrow in my business.” Tom Wilkinson Heritage…
Why are you attracting the kind of candidates who do not have the values and behaviors to meet points 1 – 3 from your job…
These cut and paste points from Michael Hiltzik’s May 18, 2012 “Facebook’s Epic Fail – Maybe the dumb money wasn’t so dumb this time” article…
Leading Advisor is off today and we will be in the office on Tuesday, May 22nd. Happy Victoria Day. Yes, it looks as if I…