Client Appointments

How to Turn a Down Market into Client Loyalty

Wednesday, December 21st, 2011

During the last month stock market have dropped and gyrated; some days by a whopping 5%, and in the case of many clients, wiped out this years gains. While this is bad for portfolios, it doesn’t have to be bad for your client relationships. Will the market bounce right back, or continue going down? Is […]


On The Financial Advisor Blog & Financial Advisor Speaker Road Again

Monday, March 2nd, 2009

It’s 11:30am PT on Sunday, March 1st and I’m over Lethbridge on a flight to London, ON and I’ve just finished roughing out a new powerpoint presentation called¬† Recession Is A Choice, What’s Yours? I am taking a break because this has got to be one of the most turbulent flights that I have ever […]