In his book, The Dip, Seth Godin writes about quitting the things that do not give you joy, the wrong stuff. Outsource them, he says,…
Does it make you wary to be called, “Sir,” by another businessperson? When a client recently called me, “Sir,” I told him straight out that…
The Funeral and Celebration of Life for my mother Irene Reilly is taking place today at St. Mary’s Catholic Church in Chilliwack, BC. I want…
Sixty may be the new forty but the financial advisor niche is still getting older with one third of the financial advisor niche over 63…
Not getting enough quality referrals? Perhaps it’s time to look at the referrals you’re giving. Are you giving the referral to “give” or is your…
Financial Advisor Speaking Testimonials from Canada Life – Parksville, BC – April 30, 2010 “Excellent information, the presentation was good and enjoyable. I didn’t expect…
Financial Advisor Speaking Testimonials from Canada Life – Victoria, BC – April 29, 2010 “I appreciate the reminder that we need to regularly revisit our values and…
Investment Advisor Speaking Testimonials from Macquarie Private Wealth Inc.– Vancouver, BC – April 27, 2010 “Fast paced, energetic and impactful. I didn’t expect the referral…