Whew! What a week! Time to Practice With Purpose on my end. Valleys – practicing without purpose, complaining about what could have been Plateaus –…
The Compassionate Advisor financial advisor speaking presentation is in the books having completed my first version of this presentation to The Independent Financial Brokers Summit…
It’s Tuesday evening and I am at the Comox airport lounge awaiting a Tuesday evening flight to Calgary for tomorrow’s financial advisor speaking presentation of…
April’s Advisor’s Edge included this Buzz – I’m Sorry. “It’s okay to say sorry if you feel your advice may have harmed a client’s interests.…
Does A Financial Advisor Appear To Be Too Needy When They Ask For Referrals? Today is a Buffer Day to get sorted out for the…
It is going to be a working weekend and I will be investing the early hours of Saturday and Sunday morning to put the finishing…
Want to Know The Secret to Increasing Focuson the 20% of Clients? Then Join us on April 21 for the FREE 1 Hour Tele-Conference… “What’s…
Here is an excellent article by By Steve Weatherbe of the Business Examiner – Vancouver Island about what might of have driven Ian Thow. Click…