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…
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…
Advisor Feedback …. “Within 48 hours of giving a copy of Robert’s book I received a call from my prospect to move forward on…
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…
Offering the following kind words and a bit of inspiration and fuel for me … I am speaking at Advocis Sault Ste. Marie on Thursday,…
Do you have Marketing & Sales behavioral characteristics? Here is what behavioral research indicates; 18% of the population has the following natural behavioral characteristics; Ambitious…