Enter the Leading Advisor’s One Page Business Plan™ Webinar! On Thursday, December 20, 2012 at 10:45 a.m. PST we are hosting a complementary webinar to…
Bankers require them. Business educators advocate them. Consultants make a living writing them. And venture capitalists won’t give you the time of day without one.…
Many thanks to Lloyd Litke & the Canada Life BC Regional Marketing Team for the opportunity to present a live One Page Business Plan speaking…
I had the pleasure of being one of four main stage speakers that included Mike Lipkin, Daryl Diamond and Doug Chisholm at PPI Solutions Business…
Laura and I had the pleasure of having our friend Bob Gignac, author of Rich Is A State Of Mind over for an overnight visit Wednesday…
The conflict between urgent vs important projects always exists. Most financial advisors have little problem identifying critical tasks & near-term projects. On the other side…
Zoomer (meaning baby boomers with zip). I purchased my first copy of Zoomer magazine over the weekend because the following lead article caught my eye…
Based on the following Oscar results from last night’s Academy Awards and the following Financial Advisor Marketing Survey, speaking is the clear winner over social…