Happy Canada Day July 1st!
June 30, 2011 by Simon · Leave a Comment
Laura and I are taking today June 30th off for a 4 day Canada Day long weekend. We wish all of our readers the very best holiday weekend filled with lot of family, fun and sun! From Laura, Simon and all of the Leading Advisor team.
Should You Do The Dessanomics Course If You Have Already Done The Money Trax Course?
June 29, 2011 by Simon · 2 Comments
This was a question from a client of mine and here is my reply based on their unique behavioural style and that they are building a unique business versus just trying to get the next sale. Note that I know very little about Dessanomics or Money Trax, other than what a few of my clients [...]
One Page Business Plan Financial Advisor Speaking Testimonials from Pro-Seminars – Calgary, AB – June 15, 2011
June 28, 2011 by Simon · Leave a Comment
“Simon is a good speaker and kept the audience focused. His presentation makes it seem easier to focus on the plan to succeed in business and life.” Ellie Jenner Investors Group “The presentation was informative with straight facts and good information. I am motivated to act.” Dennis Nicholson Dennick Insurance Services “Very engaging presentation. The [...]
Three Examples Of Ads For Financial Advisor Support Staff
June 27, 2011 by Simon · 1 Comment
Example #1 Sales Assistant to Senior Financial Advisor For Industry Leading Independently-Owned Full Service Brokerage Firm The successful candidate must: have successfully completed the required Securities Course and be fully licensed with current Investment Advisor qualifications. be an enthusiastic team player with exceptional telephone, communication, and interpersonal skills building team and client relationships. have the [...]
Twitter Weekly Updates for 2011-06-26
June 26, 2011 by Simon · Leave a Comment
The Opportunity Cost of Not Having Social Media http://ow.ly/5kUQQ # RT @smaexpo: @simonreilly Thanks for all your help promoting #SMAX We are all looking forward to hearing you speak at this year's event! # WebVisor: The Financial Advisors Guide to the Internet @webvisor http://ow.ly/5kUW3 # Join us for the last FREE Webinar until September on [...]
Two Examples Of Job Descriptions For Financial Advisor Support Staff
June 24, 2011 by Simon · Leave a Comment
Job Description Example #1 Executive Assistant / Office Manager Position Primary Duties and Responsibilities: ________________ is currently hiring for the position of Executive Assistant / Office Manager to perform a range of duties including, but not limited to: Responsibilities: Booking travel; handling all arrangements; verifying travel and event details Client follow up for event details [...]
Neil Menzies Of Arbutus Financial Is Leading The Way With Technology
June 23, 2011 by Simon · Leave a Comment
This is an article that Neil Menzies of Arbutus Financial wrote for Manulife’s eDialogue monthly. Flash forward to 2011 and Neil has a flourishing business at Arbutus Financial. “Over time, I gained momentum and my natural market of 25-year-olds matured into more senior roles in business – controllers, CEOs, CFOs – as we all grew [...]
-
Dates for 2012 TBA - stay tuned!
-
-
Now Reading
Planned books:
- Prayer for Owen Meany by John Irving
- The Book Of Air And Shadows: A Novel by Michael Gruber
Current books:
-
The Brave: A Novel by Nicholas Evans
Recent books:
- The Cellist of Sarajevo by Steven Galloway
- The Angel’s Game by Carlos Ruiz Zafon
- Shadow Of The Wind by Carlos Zafon
- The Outlander by Gil Adamson
- The Book Of Negroes by Lawrence Hill
