Laura and I and our friends Lea & George had a quiet New Years Eve taking in the new Sherlock Holmes movie. I don’t know…
(Happy Holidays … I’m blogged off until January 4th … May you meet and exceed your dreams for 2010 and may it be your best…
I am always asking financial advisors and financial advisor managers the following question. Here is one manager’s question along with my reply. Question What are…
Celebrating I worked Sunday, December 13, 2009. Yes celebrating because Air Canada called at 4pm on Monday and cancelled my 6am Tuesday Nanaimo flight to…
Here is a pic of the 15 journals that I have happily filled this year. My commitment this year was to eliminate scraps of paper…
I’m currently reading; Attract Clients – A Financial Advisor’s Guide to Building and Running a Practice by W. Lloyd Williams. This is a great book…
Advisor Feedback …. “Within 48 hours of giving a copy of Robert’s book I received a call from my prospect to move forward on…
Behavioural is the operative word when it comes to financial advisor and investment advisor success. If you don’t have the inherent successful behaviours or you…