As a Modern Elder Academy Graduate, I have taken live and virtual courses on Purpose, Transition, and Regeneration from the Founders of The Modern Elder…
Client, Marketing & Sales Flow, and Practice Management are critical. One will only be sustainable with the other. You must stay in your existing Client,…
Summary of the Job Description for Licensed Executive Assistant : Who you are Who we are What will you do What we offer Your Qualifications Questions?…
Summary of the Job Description for Executive Assistant for Team of Financial Advisors: Introduction What will you do What will you get Who you are…
I have six days available this summer for a live custom-tailored coaching day within the following weeks; June 12 June 26 July 3 July 17…
Do you want to work with an expert with 30 years of experience advising, coaching, and mentoring financial advisors, including the following steps to hire…
Financial Advisors are in the best position possible to be of service to their clients during this recent wave of banking news. “Kevin O’Leary thinks regional banks and…
Laura and I are doing an Online Course on Living and Working on Purpose through the Modern Elder Academy. The Course exercises ask one to…