A Call from My Bank

  Recently I had a call from the bank I deal with for my business account. They wanted to know about my experiences with their institution. I quickly fessed up that to some extent I compete with them and that…

Debt Amnesia Part 2: The Answer

Last year I wrote a blog post entitled Debt Amnesia http://bit.ly/eT0geP , where I asked, “Does he have a mortgage?”  Remember the gentleman at the party who was so happy to be mortgage-free? Then he tells me about that pesky little $50,000 line of credit at…

Resolution Revolution

As the new car smell of 2011 wears off and the excitement of promises made during a champagne induced pledge to be better this year fades, I’ve got a challenge for you.  Let’s start a resolution revolution.  Every year millions…

Happy 2011!!!

The post has been really focusing on our debt issues in this country.  I was all to happy to lend a hand.  Check out yesterday’s post article “Debt Comes Home to Canadians”  http://bit.ly/gKljWk Regular post to begin Tuesday Jan 4th!  Enjoy…

My Gift To You!

Happy Holidays! This will be my last post for 2010.  I am taking time to complete my business plan for 2011, finish up some work on client files, write and of course spend some much deserved time with my family.   This year has been…

Do we have monkeys for clients?

  I was doing some research on financial behavior as I do a few times a week.   I came across a great video of a presentation by Laurie Santos: A monkey economy as irrational as ours.  I just had to pass it on!  This fascinating associate professor…

Debt Amnesia

A few weeks ago at a local event a man I’d just met asked me what I do for a living.  If you read my last post you know what I said.  In any case we had a little chit-chat and the gentleman…

Magic Words!

These past few weeks have been pretty intense and I’ve found myself on several planes and in many airports.  Add to that a four-day family trip to Cape Breton and I’ve gotten off track with my blog posts.  As I…

Stones & Olive Branches

Last week I had the pleasure of having a conversation with a very popular personal finance columnist with the Financial Post, Jonathan Chevreau.  I know that many a stone has been lobbed at the financial advisor and our industry through the…

Ask them yourself TAKE THE SURVEY!

Imagine if you sent a survey out to your clients about this issue. You could gain substantial feedback using little time that could drive greater client satisfaction.  You could even offer a draw for a prize if they completed the…
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