With the DNC List Legislation (Do Not Call List ), we all have to think of more creative ways to eliminate cold calls while working…
John, It’s Simon from XYZ Financial and I know you are probably busy with the summer … we have been in touch about building your…
I grew up in a household that believed in taking care of what matters … I believe I have a fiduciary responsibility to help my…
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…