One of my client’s is running their own radio show and this Is Your Own Radio Show Really the Answer? blog by Brandon Stuerke caught my…
FINANCIAL ADVISOR BLOG
Please join me in congratulating the 2011 Graduates of the Family Enterprise Advisor Program (FEAP).
Don’t misunderstand me; I’m happy to follow up when contacted by e-mail asking me To Have A Beverage, Quick Chat Or Lunch if I understand…
Peter Cotterill of the UBC’s Sauder School of Business – Business Families Centre (BFC) contacted me to introduce himself and the The Family Enterprise Advisor…
Here is a milestone that we have been working on since last summer. If you don’t get the words right in your business plan and…
Read the latest Leading Advisor E-Newsletter: 7 Tips To Handle Your Client Meeting Notes
I just got off the phone on Wednesday with Alicia from Customer Service @ OtterBox to advise that I disintegrated my OtterBox protective case &…
My February 15th blog Stop Thinking And Think Bigger talks about our holiday caused me to stop thinking and as a result my vision has…