Make a list of your best clients based on; you like them, they have a strong association or business/corporate network Ask them; What do you…
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…
Today is a bitter sweet day at Leading Advisor because today is the day that the new Administrative Assistant was going to start, the new…
Thank you Chris Barrow for these insights on The Parable. They say that wisdom enters through the wound and the core of the passion to…
Financial Management Spring Professional Development Day, Vancouver, March 10, 2009 Keynote – Simon Reilly, Leading Advisor “How to eliminate roadblocks that are holding most advisors…
Financial Management Spring Professional Development Day, Calgary, March 12, 2009 Keynote – Simon Reilly, Leading Advisor “How to eliminate roadblocks that are holding most advisors…