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 positions in Canada and the USA? Executive Assistant Marketing Assistant – Licensed Insurance and Mutual Funds Office Assistant – Licensed Insurance and Mutual Funds Successor Why are we successful? We
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 their shares are doomed. … wherein small regional banks will consolidate into super-regionals.” – March 30, 2023 Who would better know what to do now, in this place, with their knowledge, than
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 remember past times when they were purposefully contributing to a cause or community. This exercise reminded me of this 2009 blog where I wrote about Trick or Treat for UNICEF
The following is an excerpt from a coaching call follow up email. I want to talk with you about Hiring Up versus Hiring Down. You know the definition of insanity is doing the same thing over and over and expecting a different result. Is the definition of insanity the motivation behind repeating behaviours with working
Everyone from financial experts to the household budgeter is wondering the same thing: How to prepare for recession? Skyrocketing gas prices, the war in Ukraine, and rising interest rates. All these things make very worrisome conversations circulate in the news. And maybe in your office too. However, there’s no need to panic. You should always
It’s no secret that the most significant wealth transfer in history will be taking place over the next few decades. An estimated $70 trillion is expected to be handed over, and advisors might lose 90% of their clients. Developing a relationship with your clients’ adult children before the age of 35 is crucial. After all,
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 more fatigue; Covid-Virtual-War-Inflation-Interest Rates-Recession Fatigue. The Chinese symbol for crisis is made up of two symbols; danger and opportunity. Are you in limbo in your business and personal life, stuck
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 In A Recession. I said yes, as I created blogs and presentations under the same title back in 2008. Just like you, I am wondering, will there be a recession?
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 done right. Depending on where you are in your journey, you may be wearing all the hats right now. Or have at least a few tasks delegated to a partner
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 decisions from a young age. Others have a hushed approach. Money isn’t discussed, and you’re expected to be financially responsible. Most adults learned math in school, not finance. You may
