The title and the content of this blog are my interpretations and the result of me attending Neil Wernick’s The Next Step Of The Journey…
FINANCIAL ADVISOR BLOG
Back when I started my blog in the beginning of 2006 I made a commitment to write a blog every business day as I believe…
A job description sets out the purpose of a job, where the job fits into the organization structure, the main accountabilities and responsibilities of the…
You are experiencing some or all of the challenges on the following list. • Administrative “busy work” that takes all your time • Beating yourself…
“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…