I am looking forward to being part of the Advocis Banff school faculty August 21-24th in beautiful Banff, Alberta. What will I be speaking about? Check out the video for details. Hope to see you there!

With apologies to Ms. Ryan & Mr. Hanks - "I have mail!" Ok, "I have courier!" Book order arrived today - 260 copies - already been lugged into the house and shelved. Next up... ummm... who needs copies of "Rich is a State of Mind"? Drop me a note, let's chat....

I had a terrific time chatting with Tracey Bissett (she/her/hers) 🇨🇦 about all things personal finance - I hope that you enjoy it too...

The concept of "rich" means something different for everyone... I had a terrific time chatting with Tracey Bissett (she/her/hers) 🇨🇦 about this concept - I hope that you enjoy it too...

I had so much fun with the ECU - A Division of WFCU Credit Union team in Kitchener on Monday night and this evening with the WFCU Credit Union team in Windsor. Big thanks for promoting #financialliteracymonth and giving me the opportunity to educate & entertain your members!

Hey Advocis Kingston - I'm looking forward to Thursday March 6th delivering two programs: 1) Stop Playing Chess in a PokerStars World and 2) A Client Looks at Advisor Value (a sneak peak at my MDRT 2025 Miami program...) hope to see you there... youtu.be/wuPDrWWHjhA