Inspiration

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Boundaries assignment
Inspiration

Attract, build and create your practice, team, clients, and succession plan with this assignment

Your number one asset is your consciousness. Since 2020, most people’s consciousness is being fragmented by the compounded fears of; Alpha, Beta, Gamma, Delta, and Omicron War Supply Chain Interest Rates Inflation Shrinkflation Markets Recession Fears Monkey Pox … and the list goes on. Your consciousness is first manifested from within and second from your

Girl stressed about recession and legend How to cope with stress in a recession
Inspiration

Financial advisors: How to cope with Stress in a Recession

You’re not alone. Clients and their financial advisors have to cope with stress more than ever before. In 2019, before the word pandemic became a part of our regular vocabulary, the War on Stress study revealed that 71% of financial advisors and 57% of investors were experiencing high negative stress levels compared to 2018.  With

young adults
Inspiration

Young adults financial planning interests (Millennials, X gen, Z gen)

Financial literacy, wages, inflation, and economic instability have affected all generations differently. Some patterns stick from one generation to the next, but young adults financial planning interests vary based on your life stage. If you could go back in time, wouldn’t you want your adolescent self to stick their allowance in stocks? Instead of buying

Reopening post covid
Inspiration

The First Step To Reopening For Business Post Covid

It is hard to believe that we are entering our third year without Live Speaking. March 5, 2020, marks two years since I returned from my last Live Speaking Presentation at Pro-Seminars in Ottawa, before the Covid Lockdown. In weeks following March 2020, our 2020 Live Speaking Presentation Calendar, our biggest on record, became fractured

why do financial advisors fail
Inspiration

Why financial advisors fail and how to avoid it

Today, we will share with you the reasons why financial advisors fail in their businesses. Because as you may have seen or experienced, no matter how many articles, motivational books, or financial advisors podcasts you’ve  read or listened to. Even if you copy the exact blueprint a successful financial advisor has implemented –you can still

how to embrace change at work
Inspiration

How to embrace change at work (and in your life)

In this ever-changing world in which we live, change is the one thing that is guaranteed. However, many people find it very hard to find a way to embrace change at work and in their lives.  In this article, I will go through the reasons behind this fear of change and why it is key

how to become a virtual financial advisor
Inspiration

11 tips on how to become a virtual financial advisor

As many of you know, Leading Advisor has been virtual for decades. However, after 2020’s lockdown, I’ve seen loads of articles and blogs on how to become a virtual financial advisor.   Many of these blogs suggest using Web-Based video conferencing platforms and many other advanced tools. So I thought about writing this article as

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