Here’s a transcription, to the best of my note taking ability ( with a few of my own liberties ), of some profound dialogue from…
I am doing a 3-part series on Should You Focus On Strengths Or Weakness? through July, August and September E-Newsletters and you can read my…
It’s A Buffer Week at Leading Advisor with no coaching calls or speaking presentations. We are celebrating Canada Day on Monday July 1 and investing…
My 15 years as a coach and values & behavioral analyst working with financial advisors has taught me that 80% of financial advisors have some…
TORONTO (Reuters) – It often starts with a case of weekly dread. Frustrated financial advisers, overwhelmed or under water, need objective advice. With few formal…
You are in the business of customer service. Are your team members representing you professionally and effectively and showcasing the level of service you provide?…
Everybody Wake Up (if you’re living with your eyes closed) It is a beautiful sunny day in Vancouver today, cold and crisp, as nice as…
Unresolved unmet needs within an advisor creates push back from prospects and clients because they fuel the unmet needs within the prospect that they are…