Leading Advisor Financial Advisor Coaching

Susan’s Duties As Personal Assistant For Leading Advisor

Susan’s Duties As Personal Assistant For Leading Advisor

Success in 2017 will be a result of having a written vision, business plan and a personal assistant duties task list that you will delegate.

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Are You Looking For Coaching For Your Millennial Daughter Or Son That Is Working In Your Business?

Are You Looking For Coaching For Your Millennial Daughter Or Son That Is Working In Your Business?

I recently had a conversation with a client of mine about coaching millennials that work in their business.

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NAIFA Membership Workshop Video Overview

NAIFA Membership Workshop Video Overview

This is a communication that I recently sent to NAIFA Board Members. Here is an 18-Minute Overview of the Live NAIFA Membership Workshop that I delivered for NAIFA Ohio, New Mexico and Iowa.

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Looking For Donna

Looking For Donna

We’re looking for an Executive Assistant for a client. Part of the service that we provide our clients is assisting in hiring staff members.

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Rogue Behaviour Elimination and DOL Compliance

Rogue Behaviour Elimination and DOL Compliance

Rogue Behaviour Elimination? My reply is have the Advisor complete a Values and Behaviours Assessment. This will ensure the elimination of rogue behaviour.

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Post-Election Rest

Post-Election Rest

It’s post election 2016. Will Mom (Secretary Hilary Clinton) and Dad (President Elect Donald Trump) stop fighting?

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What Your Client Said (While You Weren’t Listening) by Robert Gignac

What Your Client Said (While You Weren't Listening) by Robert Gignac

Here’s a great article from my friend, author and speaker Robert Gignac that provides some DOL Perspective From Canada. Bob’s article is written from the perspective of what is going on in Canada in relationship to the disclosure of commission/fees.

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