For those of you who attended my presentation at the TiE Rockies Breakfast for Business on November 2, 2012, thanks for your support! For those unable to attend, here is... read more →
All of us must be leaders. But before we can lead others, we must first lead ourselves. Dr. C. Otto Scharmer of MIT’s Presencing Institute points out that the etymology... read more →
This is the season of anticipation. Last week I talked about the unusual temporal turducken we just experienced. We, like that dish of a chicken nested in a duck nested... read more →
As I discussed last week, most financial services professionals I know are looking for a “silver bullet” to gain a steady stream of client referrals. I highlighted the clients you... read more →
For every one hundred people who can handle adversity there is only one who can handle prosperity. Thomas Carlyle Every business owner will face a liminal dimension—a doorway—either by choice... read more →
Managing our companies provides the most strenuous leadership challenge: though owners must lead by example, they in fact cannot lead others where they themselves have not gone! Your competitive advantage... read more →
At a recent Colorado Financial Planners Association (COFPA) meeting, Sameer Somal, Blue Ocean founder, gave a sobering snapshot of things every financial advisor needs to consider: what’s next for your... read more →
Sacred cows are not what they appear to be. They are often merely the threshold, the doorway, into a deeper truth. Consider this sacred cow: Great financial planners don’t need... read more →
Why do so many business owners and financial planners have such a hard time developing an exit plan? I believe one terrorist plaguing both of them—all of us, really—needs to... read more →
Resistance is futile. --The Borg It's our choice, whether to hate something in our lives or to love every moment of them, even the parts that bring us pain. At... read more →