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…
The Fine Art Of Surfacing Welcome to the April edition of our Clearing Your Roadblocks E-Newsletter. A lot has happened since the March edition of…