Leading Advisor Financial Advisor Coaching

Inspirational Leadership In The Age Of Consumerism – #GAMA #LAMP March 17-20, 2019 Grapevine, TX

Inspirational Leadership In The Age Of Consumerism - #GAMA #LAMP March 17-20, 2019 Grapevine, TX

Feeling absolutely accomplished; Completed PowerPoint for the “Inspirational Leadership In The Age Of Consumerism” presentation delivering @ #GAMA #LAMP March 17-20, 2019 Grapevine, TX. Well in advance of online rehearsals end of Oct & Nov & live Jan rehearsal in Washington DC!

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4 Steps To Prevent Decision Fatigue

4 Steps To Prevent Decision Fatigue

There are 5 quintillion bytes of information created every single day and 90% of all the information in the world has been created in the last two years. The vast majority of us are suffering from a lack of balance brought on by decision fatigue.

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The Key Understandings To Return To Center From; Liar To Lover, Victim To Victor

The Key Understandings To Return To Center From; Liar To Lover, Victim To Victor

The world appears to be becoming more and more polarized. Polarization is a sharp division between two contrasting groups or set of opinions or beliefs.

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Extraordinary #Bose QuietComfort® 20 Acoustic Noise Cancelling™ Headphones Product & Service Review

Extraordinary #Bose QuietComfort® 20 Acoustic Noise Cancelling™ Headphones Product & Service Review

I bought a set of the Bose QuietComfort 20 Acoustic Noise Cancelling Headphones in a forgotten USA airport and time and have put tens of thousands of hours and miles on them. The best thing about the Bose QuietComfort 20 Acoustic Noise Cancelling Headphones is their service, which is absolutely extraordinary.

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#NAIFA Performance + Purpose San Antonio Conference Review

#NAIFA Performance + Purpose San Antonio Conference Review

“So, was the conference good for you? Did the conference meet your expectations? Are you going to be able to make money out of this thing?”

These are questions that we are asked over the course of the September 13-16 2018 #NAIFA Performance + Purpose San Antonio Conference.

Right now it’s 8pm ET on Sunday, September 16th and I’m on a flight to Ottawa from San Antonio via Toronto. My beloved Laura is on a flight to Vancouver and then Nanaimo from Toronto. We will reconnect on Friday, September 21st in Victoria to celebrate Laura’s Mother, Helen’s Birthday.

Back to business.

Of course we have the following calculated projections and without too much detail;

  • Number of interested/qualified conversations we expect at a conference
  • Number of scheduled telephone conversations after the conference
  • Number of clients

The irony is that even though we work with financial services professionals to meet

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#NAIFA Performance + Purpose San Antonio – 3 Proven Strategies To Crack The Income Code

#NAIFA Performance + Purpose San Antonio - 3 Proven Strategies To Crack The Income Code

#NAIFA Performance + Purpose San Antonio will the 7th consecutive NAIFA National Conference for Laura and me and we are really looking forward to visiting with all of our NAIFA friends. Stop by and see us at booth #408 and attend my 3 Proven Strategies To Crack The Income Code presentation; Friday, September 14 – 12:45 – 1:10pm.

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3 Tips To Illuminate Your Time, Productivity & Online Presence This September

3 Tips To Illuminate Your Time, Productivity & Online Presence This September

You’ve had a great summer and now you’re wondering how you’re going to get your time and productivity back on track this September.

With 97 days and counting off the “speaking” road, our summer on Vancouver Island has been wonderful for Laura and me and included; art shows, concerts, hiking, kayaking, home upgrades, running and walking Shadow, visiting friends and yoga.

Since June 1, I have also dedicated 18 solid days to creating a brand new online course that we will launch in December. There comes a time in everyone’s business life where they must create the time to refine what was done before. Read further for my 25 online course tasks/to-dos.

With the Gray rainy days of the fall approaching, combined with a very busy coaching, speaking and online course writing schedule, here’s what I did to Illuminate My Time & Productivity.

  • Created a Time Management Schedule Template
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