You Are Not A Bloody Financial Advisor Juke Box!

July 6, 2011 by Simon · Leave a Comment

I jokingly told one of my clients that they are “Not A Bloody Financial Advisor Juke Box!” This was after my client was explaining that they were not feeling well over the past week while they were working on three large cases at the same time. I asked them when they were going to get [...]

Filed under: Advisor Stories, Financial Advisor Stories
Tagged: Financial Advisor Coach, Financial Advisor Coaching, Investment Advisor Coaching

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 [...]

Filed under: Communication & Team Building, Customer Service, Financial Advisor Stories
Tagged: financial advisor blog, financial advisor business planning, investment advisor blog

Good • Great • Gigantic

August 26, 2010 by Simon · Leave a Comment

Hi Simon, I had to write to say that I Loved the Power of 3 Article. I believe you are onto something “good, great, gigantic” (couldn’t resist). Thanks for your continued inspiration. Tracy Valgardsson Enns, CFP, FDS, EPC Athabasca Financial Ltd./Partners In Planning Moose Jaw, SK * * * Advisor.ca Name That Visionary What do [...]

Filed under: Financial Advisor Stories
Tagged: financial advisor blog, Financial Advisor Coaching, Financial Advisor Training, financial planning, Investment Advisor Training

The Great American Advisors Beach Party

June 18, 2010 by Simon · Leave a Comment

It is a small MDRT world as Laura and I met up with one of the members for The Million Dollar Round Table 2011 Program Development Committee … one of the decision makers for the speakers for the 2011 MDRT Annual Meeting. Laura and I were treated extremely well by the executive and the attendees [...]

Filed under: Financial Advisor Stories
Tagged: financial advisor blog, Financial Advisor Coaching, Financial Advisor Training, financial planning, Investment Advisor Training

Financial Advisers Struggle To Survive

October 5, 2009 by Simon · Leave a Comment

There is a new Peak on the horizon yet there is another Valley to traverse which could eliminate one-third of financial advisors in some parts of the world by the end of 2012 and it has nothing to do with the Mayan Calendar. The depth of the Valley does not matter as long as the [...]

Filed under: Financial Advisor Stories, Sales & Marketing, Vision & Planning
Tagged: commission, commission for financial advice, Fee For Service, Financial advisers struggle to survive, financial advisors, Financial Services Authority

Financial Advisor Speaking From Sea To Shining Sea

March 17, 2009 by Simon · Leave a Comment

We booked a financial advisor speaking presentation this morning with Advocis St. John’s, Newfoundland for Friday May 22nd and with Advocis Victoria, BC booked For March 26th, I am truly offering financial advisor speaking from sea to shining sea. It’s 2:25pm PT and the plane has just left Comox for Edmonton where I’ll be speaking [...]

Filed under: Financial Advisor Stories
Tagged: Advocis, Financial Advisor Coach, Financial Advisor Coaching, Financial Advisor Speaker, Financial Advisor Speaking, Financial Planner Coach, financial planner coaching

The Deeper The Roots, The Higher The Reach

December 1, 2008 by Simon · Leave a Comment

The title of the poster, The Deeper The Roots, The Higher The Reach at 7am this morning at the Vancouver Starbucks at Pender & Thurlow resonates as I’m working on a December Advisor.ca article called Strong Start 2009. Laura and I went to see my mom and some old friends yesterday in Agassiz and Chilliwack [...]

Filed under: Financial Advisor Stories, Personal
Tagged: Financial Advisor Speaker