Financial Advisor Speaking Testimonials from BFG Financial – Niagara Falls, ON – July 22, 2010 “The presentation was an eye opener for sales people like…
Step 3. Let’s review the Clear Values Scorecard. Financial Survivor Financial Advisor 1. I lack focus. I follow a written 5-year vision and business plan. 2.…
Step 2. Financial advisors may “want” a vision and business plan but they hamstring themselves with a lack of focus created by the Unmet Need…
Social Media Requires STP Clear Your Roadblocks | July 2010 Welcome to the July 2010 edition of our Clear Your Roadblocks E-Newsletter. What…
It’s Sunday, July 25th and Laura and I are returning home from Niagara Falls via Toronto-Vancouver, Vancouver-Nanaimo just in time for the Season 4 Premiere…
Thank you to BFG Financial and Manulife for the opportunity to contribute to making the BFG Financial Conference a success. Pictured here are Michael Williams…
Wednesday, July 21st started with a breakfast meeting with Les Herr, the President and CEO of Empire Life. I was fortunate to meet Les at…
Thank you to Diego Gonzalez, Financial Center Manager and Shehnaz Hussain, Associate Manager of Sun Life Financial in Richmond Hill for the opportunity to present…