Here is a picture of our MS Excel Spreadsheet of our yearly calendar by day and month that relates to the Free days, Buffer days…
As I reflect … I am thinking that you may have far too much on the go and all of it seems like it is…
Here is an excellent reply from one of our clients to the question; What have I accomplished since our last call. We wend out a…
We discussed the power of the written word, pen and ink our plans to get organized to enable us to see, hear and feel the…
Day Two Of Clientcentric Blogging It’s 8:02am on Wednesday and I am well into a week of back to back coaching calls. With my new…
Duncan Robinson of Freedom 55 Financial on the June 22, 2007 Ride To Survive Cancer From Kelowna to Vancouver, BC Note Duncan’s T-shirt has a…
I hope that you are having a great week. Please complete the attached coaching call client prep form in advance of our call. We connected…
Financial Advisors continue to amaze me in that they operate their business and personal lives without using a Monthly Microsoft Excel Spreadsheet that includes their…