I just received my latest membership certificate from Advocis. Greg Pollock, President & CEO of Advocis encouraged me to display the certificate proudly and prominently.…
Read the latest Leading Advisor E-Newsletter How Important Is Inspiration In The 2nd Half Of Your Business? Simon ReillyInternational Values and Behavioral Analyst, Business Coach,…
Over the past 12 months I have spoken at NAIFA State Conferences in California, Georgia, Montana, New Hampshire, North Dakota, South Carolina, Washington and West…
“It reminds me of a course in the 70’s from Wilson Learning – good stuff! This is much more advanced. It makes me look at…
A huge thank you to John W. Wheeler Jr., CFP, CLU, ChFC, CRPC, LUTCF of Water Tower Financial Partners, LLC. I had the pleasure of…
Read the latest Leading Advisor E-Newsletter Are Interrogatory Questions Alienating Your Clients? – Part 1 Simon ReillyInternational Values and Behavioral Analyst, Business Coach, Speaker and…
“The ideas presented in the One Page Business Plan give me a much better road map for my business. I liked the explanation about how…
“Kelvin Krips’s business had plateaued. Five years ago, the Red Deer, Alta. advisor with Everyone Benefits was consistently selling group RRSPs, but realized he needed…