SAVE THE DATE: A tipping point for financial advisors
My background as a business and life coach for the last 19 years (and a Wall Street executive for the 20 before that!) allows me glimpses into trends. Trends that you might not have noticed as you work hard to grow your firm. And now it’s undeniable: a tipping point for financial advisors has arrived, which makes the release of my new course extremely relevant and timely for financial advisors (if I do say so myself)! Earlier this year, I traveled to India to deliver a talk about it, and here are a couple of the comments I received, from participants who got just a sample of my newest course: “Today’s event helped me with clarity to see what I should be