I’m starting to see the answers come in from a Confidential Questionnaire that we sent out in advance of a Private Client Workshop that I…
I grew up in a household that believed in taking care of what matters … I believe I have a fiduciary responsibility to help my…
“You cannot do a change too soon, for you never know how soon it will be too late.” I’m starting with the man in the…
What will allow the second half of the year to triumph? There are many financial advisors that are full of belief, drive and success but…
Make a list of your best clients based on; you like them, they have a strong association or business/corporate network Ask them; What do you…
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…
We have remained committed to building our Marketing Funnel and the highlights are; Go Out And Speak To 10,000 People Within Your Niche Publish Articles…
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,…