Dupuis Langen Financial Managment is a demonstration of the values of commitment, dedication, excellence, grace & honour. Laura and I were reminded of these values…
Here is the first of four financial advisor speaking marketing postcards that we are sending over a period of weeks to event producers of financial brokerages, career…
Curing the Unmet Needs Disease is a specific three-part process which we will cover in-depth in the coming pages. Along with that, though, it is…
For fun I thought I’d create a Spring 2010 Speaking Wall Of Fame with conference brochures, conference journal and pen, hat, letters of appreciation, membership…
Sometimes I have to send tough love e-mails to clients and here is one that I sent the morning of June 9, 2010. Dear Client…
It’s Friday July 2nd and I taking some time to document the things that Leading Advisor has to celebrate mid way through 2010. This will…
Financial Advisor Speaking Testimonials from Sun Life Sales Congress – Toronto, ON – June 21, 2010 “I was provided with new ideas and the opportunity…
Simon ReillyInternational Values and Behavioral Analyst, Business Coach, Speaker and Author Executive Coaching Tips for Financial Advisors Speaking at a City Near You leadingadvisor.com