Recession is a choice and I’m just getting into a rant about what I have observed over the weekend. One publication over the weekend had…
The following 4 minute, 12 second Financial Advisor Speaking Parable video is the story or parable that I tell at the beginning of every financial…
Canada’s Ian Thow was arrested in Portland, Oregon and Bernie’s Madoff has Canadian clients on his list. What makes Bernie Madoff & Ian Thow tic?…
Today’s the day that I am doing free financial advisor coaching and as you will see from this picture I am stretching my comfort zone and…
Laura and I have been at The Wall since Thursday Feb 19th at 6pm – Sunday February 22nd at 6pm and we are taking Monday…
Next month I have the honor of speaking at the Spring Financial Management Brokerage Inc. Practice Management Day in Calgary. I’ll be sharing the stage…
Mark Noble’s February 2009 Advisor’s Edge Magazine article Generation Y – The newest breed of advisors doesn’t rely on Facebook to collect clients talks about…
Campbell Brown’s CNN commentary about Morgan Stanley’s and Citigroup’s Smith Barney’s so called bonuses caught my attention on Wednesday night. Morgan Stanley and Citigroup’s Smith Barney…