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…
[youtube:http://www.youtube.com/watch?v=4c-7wKD1Hjo] This Dodge Chrysler TV commercial is an outstanding job of a same-old car company rebranding themselves to build; escape pods, luxury suites, security blankets,…
Thank you to Gavin Adamson, Senior Writer & Videographer from Investment Executive for filming this interview at the Independent Financial Brokers Summit in Toronto on…
List your employee benefit corporate clients and sort alphabetically Plot them on a map Determine where your employee benefit corporate clients are located in relation…
General Motors kill off of Pontiac was writing on the wall and Buick should go along with Pontiac and Oldsmobile making far better sense to…
Here is an excerpt out of Chris Barrow’s Confidence Club E-Newsletter which demonstrates a very savvy UK Financial Advisor that Niche Markets to Doctors &…