Blog

Advisor Testimonial

Tuesday, November 10, 2020

Client testimonials- helpful feedback for advisors, helpful for prospective clients. My previous blog post is a testimonial from a client.

This video is my testimonial of what it's been like for me to work with the family and how I've changed, personally and professionally.

Posted By:

Sara McCullough at 2:51 PM

Share and Subscribe:

Tags:

Contributors

Name: Sara McCullough
Posts: 83
Last Post: July 24, 2024
show Sara's posts

Name: Fraser Lang
Posts: 1
Last Post: May 10, 2017
show Fraser's posts

Latest Posts

Show All Recent Posts

Archive

2024
- July
  - From the Advisor side: Client grief
- May
  - Making a claim to your group benefits policy
- February
- January
  - 2024 Changes that affect your bank account
2023
- December
  - How to make decisions about large amounts of cash in your bank account
- November
  - How to protect yourself against financial scams
  - How to manage a financial emergency
- October
  - How to fill in your financial picture
- September
  - Canada Pension Plan: how to figure out what it means to you
- July
  - How to fix financial mistakes
- April
  - Making Decisions while Grieving
- January
2022
2021
- July
  - Financial help when you're separating
- May
  - Planning for Aging
- April
  - When to take Canada Pension Plan (CPP) payments
  - Want to buy a house? Now? How?
- March
  - Make your cash do its job
  - Is your financial plan working for you?
2020
2018
- April
  - Budgeting in Pictures
- January
  - How and Why Your Advisor Talks Matters to You
2017

Blog

Advisor Testimonial

Contributors

Latest Posts

Show All Recent Posts

Archive

2024

July

May

February

January

2023

December

November

October

September

July

April

January

2022

September

July

June

May

April

March

2021

July

May

April

March

2020

November

October

September

August

July

June

May

April

2018

April

January

2017

November

October

September

August

July

June

May

April

Tags