Here are two of my Tweets from last week; • How do I learn how to attract high net worth financial and investment advisors? •…
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…
“Our Advocis Ottawa members told me that you are a wonderful speaker and provide excellent content. You give a straight-talk in your Magnify Your Practice…
I’ve been writing about Behavioural Investment Counselling, Behavioral Sales & Marketing and Behavioral Time Management and here is an introduction to the Values & Behaviors Assessments…
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…
Whether it is chop wood, carry water, golf, enjoy your family, create value added relationships with your clients, offering financial advice or completing transactions, if one…