Financial Advisor Tactical Tips: Sign Up for SUCCESS

3. Sign Up for SUCCESS As a financial advisor, chances are you read a lot of books, websites, and magazines about your industry. That's important, but not enough for you personally. I recommend subscribing to SUCCESS Magazine. The magazine articles look at success the best way and only way, in my opinion -- holistically. It

2017-01-08T16:29:57-05:00February 28th, 2013|Books|0 Comments

Bye-Bye Boring Bios

On Sept 16, 2009 I attended an event sponsored by the Puget Sound Business Journal, where Nancy was one of the speakers. Between those two encounters, I updated one of my many bio’s, the example below is very short and I use it for ½ page promo cards and short bio descriptions. The first two

2016-11-01T01:53:48-04:00September 25th, 2009|Books|0 Comments

Go-Giver by Bob Burg

I first heard of Bob Burg years ago, and I’m pretty sure it was either on Warrior Forum or Blake Forum. He was offering copies of his book that was in it’s third printing — for free. I’m not the type of person to say “no” to a free business book, especially when it’s on a

2016-11-01T01:53:49-04:00August 9th, 2008|Books|0 Comments
Go to Top