Financial Advisor Speaking Parable
February 27, 2009 by Simon · Leave a Comment
The following 4 minute, 12 second Financial Advisor Speaking Parable video is the story or parable that I tell at the beginning of every financial advisor speaking presentation that I deliver.
A parable is a true storey about a tough time that one has gone through where one used inspiration and motivation to triumph in the [...]
Did Bernie Madoff & Ian Thow Go Financial Postal?
February 26, 2009 by Simon · Leave a Comment
Canada’s Ian Thow was arrested in Portland, Oregon and Bernie’s Madoff has Canadian clients on his list.
What makes Bernie Madoff & Ian Thow tic?
Were Bernie and Ian inspired by the values of contribution, education and service?
If Bernie and Ian were, I supposed they would have put their clients first.
Were Bernie and Ian motivated by the [...]
Financial Advisor Free Coaching Day
February 25, 2009 by Simon · Leave a Comment
Today’s the day that I am doing free financial advisor coaching and as you will see from this picture I am stretching my comfort zone and filming the financial advisor coaching calls to create vlogs that I can post on UTube and my blog … so it will not be long before I will be posting [...]
The Unmet Needs Disease – Revisited
February 23, 2009 by Simon · Leave a Comment
Laura and I have been at The Wall since Thursday Feb 19th at 6pm – Sunday February 22nd at 6pm and we are taking Monday off to debrief, reflect and rest.The Wall is about understanding and getting your driving needs met as one will get their needs met in constructive or destructive ways.
In the coming [...]
Financial Advisor Speaking FM Financial March 12, 2009
February 19, 2009 by Simon · Comments Off
Next month I have the honor of speaking at the Spring Financial Management Brokerage Inc. Practice Management Day in Calgary.
I’ll be sharing the stage with some other great speakers including; Robert Gignac and Brian Thwaites
Click here for all of the details…
Web 2.0 Financial Advisor Marketing
February 17, 2009 by Simon · Leave a Comment
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 the Generation Y financial advisors that are using STP to attract their clients.
STP – See The People, like the old days and get out there on the road and go [...]
Morgan Stanley’s and Citigroup’s Smith Barney’s Retention Bonuses
February 13, 2009 by Simon · Leave a Comment
Campbell Brown’s CNN commentary about Morgan Stanley’s and Citigroup’s Smith Barney’s so called bonuses caught my attention on Wednesday night.
Morgan Stanley and Citigroup’s Smith Barney are two of the companies that are taking bailout dollars and it is being reported that they are using some of the money to supposedly bonus their financial advisors.
The highlights of [...]
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