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- No comments on Mike Flux – General and Investment Alternatives Update Q1 2014
In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q1 of 2014. We also discuss how to interpret the current events, and how to properly position portfolios to take advantage of these market events. In this second video, Mike gives…
Republished with permission from Built to Sell Inc. Have you ever noticed that fire trucks always back into the fire hall? Why don’t they just pull into their parking spot snout-forward like the rest of us? Backing in at the end of a shift saves them time when they have to get to a fire.…
Financial Planning Software IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I interview Dave Faulkner, President of FPAdvantage and creator of the financial planning software ‘The Razor’. Find out how this software evolved and how the financial planner should be the force of direction in creating the actual financial plan, not the software. And…
Republished with permission from Built to Sell Inc. The ultimate test of your business can be found in a simple question: would someone want to buy your company? Whether you want to sell next year or a decade from now, you must be building an asset someone would buy – otherwise, you have a job,…
Today I have an update call with Franco Lombardo, Managing Director of Veritage Family Office Ltd. In today’s discussion we go into detail about Franco’s latest book, “The Great White Elephant – Why Rich Kids Hate Their Parents”. In this book he offers a methodology for improving your chances in achieving success in your succession…
The Great White Elephant – Why Rich Kids Hate Their Parents IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I have an interview with Franco Lombardo, Managing Director of Veritage Family office Ltd. We will be talking about his latest book called, “The Great White Elephant – Why Rich Kids Hate Their Parents”. In…
Today I have an update call with Dave Faulkner, President of FPAdvantage and creator of financial planning software (The Razor). Dave is a pioneer in the financial planning software industry and the original designer of the most well-known financial planning programs available in Canada. We will be discussing how the software has evolved, and how…
Republished with permission from Built to Sell Inc. This month’s article looks at the recent announcement that Facebook has acquired messaging service WhatsApp and uses it as a platform to discuss the topic of strategic acquisition. The article also shares five ways your clients can position their company to be bought by a strategic. Did…
In our previous blog post, we discussed how to set yourself up for a successful first meeting with a financial advisor, and how to be sure you’re choosing the right one. The next step in this decision-making process is to ensure your planner knows how to get you to where you want to be, and…