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Certified Financial Planner®. Award-Winning Keynote Speaker and Author on client loyalty strategies for financial advisors.

Canada
Joined May 2009
Such an incredible event. I speak tomorrow - I hope you'll join me.
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Looking forward to this great event. Don't miss this opportunity. Free tickets here: virtualadvisorsummit.org
Ideas For Advisors retweeted
Learn from the industry's highest performing advisors & more at the Virtual Advisor Summit November 7th-11th. virtualadvisorsummit.org/ #free
Don't miss this opportunity to attend masterclasses with +40 of the best #Advisors #coaches #thoughtleaders: bit.ly/2fgSXA6
Don't miss this! The Virtual Advisor Summit - get your tickets here: conta.cc/2eShyhE
5 Ways to Teach Your Clients How to Be Your Happy Advocates: bit.ly/2chEHbq
Ideas For Advisors retweeted
Apply now to win a $2,000 scholarship w/ @SLGI_Canada's LiveBright #Scholarship Program! bit.ly/2ckGb3a
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Ideas For Advisors retweeted
Heading to college or university? Plan ahead with this budget worksheet. #BacktoBasics spr.ly/6019B4YgH
Leverage tips outlined in this article NAIFA's @advisortodaymag to move your practice forward one step at a time: bit.ly/29e6g3V
Last day for special pricing on The Complete Client Loyalty System: ideasforadvisors.com/store
Ideas For Advisors retweeted
Amazing - thanks Kobus :) if you would like to grab your own copy please check it out at standardsinternational.co.uk…
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Ideas For Advisors retweeted
Numbers don’t lie. RT and you could win merchandise and weekly passes to the #StaalOpen #tbay! Ends Noon Friday.
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Ideas For Advisors retweeted
How to teach your kids to spend their own #money: bit.ly/1UriYLA @dadcamp
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Check out our most recent newsletter! conta.cc/1WgNJpP
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