Archive for October 2018

172 – BNI Presentation

Today we are sharing our BNI (Business Networking International) presentation for JKR Financial. For the last 30 years Jurgen has been a financial planner.  Prior to that he was in the PPCLI (Princess Patricia’s Canadian Light Infantry). “Know where your troops are.”  You want to know your numbers, your investments, what you own, what you…

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171-Your Retirement Map™-with Steve Fricker

Our guest today is Steve Fricker, a Certified Financial Planner (in Hamilton), and creator of “Your Retirement Map”.   People support that which they create.  Your Retirement Map™ was designed to fill a need.  To identify to a client the path they are on to retirement.  It gives them a glimpse into the future, and if…

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170 – Leadership – Field Regulation Guide

We are reading from the Field Guide Regulations book (from 1914).  We are talking about leadership and going into battle, and how it relates to business.  We have read from this book before (Episode 152) . The Battle (chapter 7) – Considerations which influence a commander in offering battle. Decisive success in battle can be gained only…

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169 – Canadian Federation of Independent Business

Today we have Mark Rodgers join us from CFIB – Canadian Federation of Independent Business. Mark shares with us his start in the hearing clinic business and how he sold the business.  He realized that the market was changing and it was time to move on. Mark worked at post construction cleaning (one of the…

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168 – The value of advice

Today we are talking about the value of advice. We are hoping to shed some light on how things are evolving in the financial services world. In the past and currently buying an investment has fees that are not as obvious – hidden in fine print.  What this is evolving to for financial planners/advisors is…

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