Many thanks to Advocis Winnipeg Co-Program Chairs Cherie Krentz and Jason Bonneteau for sending a bouquet of flowers to the spouses of the speakers for…
It’s 10:40 PT and I`m just over half way into my second of three flights of the day from Vancouver to Calgary in advance of…
I’m returning to speak at the Independent Financial Brokers Summit in Toronto after a hiatus in 2010 when I was booked with Advocis London, Advocis…
According to Wikipedia, this is the definition of Blogging. A blog (a blend of the term web log)[1] is a type of website or part…
Here’s How To Celebrate The End Of The First Quarter Plan · Practice · Profit | April 2011 Welcome to the April 2011 edition of…
“One of the pioneers of internet commerce wrestles with his morals and a struggle to drown in a sea of conmen, mobsters, drug addicts and…
I found this video really interesting and wanted to share it with you. I believe it is an important reminder to all financial advisors to…
Jim Rogers, chairman emeritus of Rogers Group Financial, describes how advisors can separate financial planning fees from product recommendations, including plan pricing. He spoke with…