“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…
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…
Today is a bitter sweet day at Leading Advisor because today is the day that the new Administrative Assistant was going to start, the new…
Number of retired hockey goalie Patrick Roy. Jesus’ age when he was crucified in 33 A.D., according to many, though not verified historically. A normal…