Remember in 2019 when we had just plain old Decision Fatigue? Now we are combining fears and viruses of the following that contribute to even…
A financial advisor association called me the last week of April and asked if I could do a May 2022 presentation on; How To Thrive…
A certified financial planner wears many more hats than just an advisor, a salesperson closing a deal, or the team administrator who ensures everything is…
Each family and generation has a different approach to start a money conversation. Some parents practice open dialogue and include their children in charitable investing…
Internal marketing strategies for financial advisors are crucial; one of the most important assets of your business is the people that work there. They’re the…
ARE YOU READY TO: Double your earnings over the next 3 years?Double your practice goodwill value over the next 3 years?Create a truly self-managing financial…
92% of people trust a recommendation from a peer, and 70% of people will trust a recommendation from someone they don’t even know. The importance…
Summer has always been a tough time for me, even though we have had record summer weather on Vancouver Island, with a few restaurant dinners,…