Quitters never allow their hearts to blaze with their Values and a Vision to make a difference because all they want to do is survive.…
Seems to me that the unmet needs that some non-values based financial advisors and investment advisors are trying to fulfill through money are not doing…
8:00am Saturday, October 10, 2009 It’s one of a few forthcoming Saturday’s ahead where I’m in front of my computer to write the 20 page…
The Top 10 Things That Prove a Client is Coachable. Coaching works best when the client is coachable; that is, is open to being coached…
I grew up in a household that believed in taking care of what matters … I believe I have a fiduciary responsibility to help my…
At the Kelowna airport at 5:15pm PT on Wednesday awaiting an 8:35pm flight to Nanaimo via Vancouver. Feel ing thankful as the live financial advisor…
I’m facilitating a Live On Site Financial Advisor Coaching Practice Visit and here is the agenda Agenda SWOT Vision, Purpose, Mission Vision – 1 Year,…
My 12 noon Tuesday, June 16th PT flight left on time from Comox, BC for Toronto via Calgary and it is now 5pm MT and…