The following 4 minute, 12 second Financial Advisor Speaking Parable video is the story or parable that I tell at the beginning of every financial…
Today’s the day that I am doing free financial advisor coaching and as you will see from this picture I am stretching my comfort zone and…
Next month I have the honor of speaking at the Spring Financial Management Brokerage Inc. Practice Management Day in Calgary. I’ll be sharing the stage…
I am a great believer in taking the time to appreciate ones blessings by writing out the things that one is thankful for in their…
We are creating excellent results for 2009 which are the result of having a big vision from 35,000 feet and that means getting on 17…
Financial planners must remain compliant following rules relating to investment and life insurance products that are set out by a number of regulatory bodies. While…
I’m thinking of what to offer you in my December E-Newsletter as we approach a challenging 2009. The best two things that I can offer…
Laura and I had a great meeting with Jim Virtue, the President and CEO of The Financial Management Group of Companies Inc. and I will…