Bob Blurton – Your General Manager

In my work with many financial planners across the Industry I continue to see critical areas of business operations that

We are all aware that the costs of providing financial advice have risen significantly over recent years. I have seen

by Bob Blurton November 23, 2020 No Comment

I had the pleasure recently of reviewing the Business Health Catscan – client survey results of one of my coaching

We all know that the significant Industry changes we have experienced in recent years have added a large increase