Succession Planning – More Alive Than Ever? Clear Your Roadblocks | April 2010 Welcome to the April 2010 edition of our Clear Your Roadblocks E-Newsletter.…
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 Invention of Lying is really about The Invention of Telling The Truth. Aside from the movie offending some Christians in the way that the…
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…
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…