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,…
[youtube:http://www.youtube.com/watch?v=4c-7wKD1Hjo] This Dodge Chrysler TV commercial is an outstanding job of a same-old car company rebranding themselves to build; escape pods, luxury suites, security blankets,…
Thank you to Gavin Adamson, Senior Writer & Videographer from Investment Executive for filming this interview at the Independent Financial Brokers Summit in Toronto on…
List your employee benefit corporate clients and sort alphabetically Plot them on a map Determine where your employee benefit corporate clients are located in relation…
Here is an excerpt out of Chris Barrow’s Confidence Club E-Newsletter which demonstrates a very savvy UK Financial Advisor that Niche Markets to Doctors &…
Mark Noble’s February 2009 Advisor’s Edge Magazine article Generation Y – The newest breed of advisors doesn’t rely on Facebook to collect clients talks about…