5 Year Renewal Of Commitment & Promise To Speak In The United States Of America

Before I get into Commitment and Promise here’s some recent updates on what is currently going on at Leading Advisor.

• I have an extraordinary two weeks of coaching, speaking & writing ahead that end on Friday, March 3, flying from Newark, joining Laura in Seattle. I finish off that week by flying to Los Cabos, for a well-deserved holiday. Whew! When we get back from Mexico, the first quarter will be nearly over.
• I’m speaking at the Underwriters Marketing Services Elite Summit on May 2. Thank you to Mary Ann Lacey-Gray for this opportunity.
• Congratulations to the NAIFA Membership Team on the completion of the new NAIFA Membership Sales System! Michele Grassley Clarke, Jonathan Sper and I will be presenting the Beta NAIFA Membership Sales System Webinars on February 27 and March 1.
• Thank you to Jeff Frost, President of NAIFA Wyoming for the opportunity to speak at the May 4 NAIFA Wyoming State Convention on the Theme “Promises Kept”.  Jeff’s “Promises Kept” Theme segues into the title of this Blog.
• Thank you to NAIFA National Trustee Dave Beaty for introducing me to Jeff Frost. 
• At this moment, on Tuesday, February 21, I’m flying from Vancouver to Detroit, via Toronto in advance of speaking at NAIFA Toledo on Thursday, February 23. Thank you Abbey Riley, Executive Director of NAIFA Toledo, for all of your help to make speaking at NAIFA Toledo happen.
• In between coaching, speaking and writing, I’m continuing to work with Tracy to “hack” and get Digital Marketing E-Mail Click Rate / Open Export Data Reports from Infusionsoft, that will seamlessly import information into Maximizer, so that we can provide better customer service.
• Thank you Laura, Amie, Deanne, Kim, Tammy and Tracy for your help.

Laura and I have just finished preparing the following for our Immigration Lawyer to facilitate the completion of an E1 Visa Renewal to allow me to continue speaking in the United States. The list of items we prepared offers an idea of the Commitment & Promise that is required.

• DS-160 Questionnaire
• A high quality scan of the bio-data (picture) page of your valid passport as well as Laura Reilly’s valid passport
• Articles of incorporation for Leading Advisor Inc.
• The Share Register for Leading Advisor Inc.
• A letter from your accountant concerning trade percentages for Leading Advisor Inc.
• Copies of invoices, letters of engagement and contracts to U.S. clients for the past 2 years
• Copies of any confirmed letters of engagement or confirmed contracts to U.S. clients for future dates
• Copies of financial statements for Leading Advisor Inc. for the past two years
• A  listing of your Canadian and US clients which indicates which are US clients and which are Canadian including their addresses
• Copies of corporate tax returns for Leading Advisor Inc. for the past two years
• A detailed and up to date resume