I’ve had the odd client with the flu over the course of the past five weeks. Not sure if it is the H1 N1. I remind them that…
John, It’s Simon from XYZ Financial and I know you are probably busy with the summer … we have been in touch about building your…
I grew up in a household that believed in taking care of what matters … I believe I have a fiduciary responsibility to help my…
What will allow the second half of the year to triumph? There are many financial advisors that are full of belief, drive and success but…
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…
As I approach the completion of the combined projects of the new book, tradeshow booth and web site I’m looking forward to things getting back…