Most business owners I talk with are still emerging from “hibernation,” shaking off the rust, and envisioning and creating their 2013. Dr. C. Otto Scharmer calls this “presencing” and puts... read more →
Jerry Paul, ICON bond fund manager, would say you might be! As a result of traveling the country and talking with hundreds of broker dealers and financial planners in the... read more →
“When we come to the phrase, ‘the sword of the Spirit, which is the Word of God,’ we’re talking about a special application of the Word of God. Seen as... read more →
“Why do you look at the speck of sawdust in your brother’s eye and pay no attention to the plank in your own eye? ...You hypocrite, first take the plank... read more →
This week’s guest author, Kevin Condon, began his career in 1984, starting from technical due diligence and developing a full service financial planning practice through partnership, practice merger, acquisition, and... read more →
In the course of advising financial advisory firms, I have plenty of opportunities to observe and reflect on the nature of their business ownership experience. Grit and genius are two... read more →
Please Read - Disclaimer: Because this is such a sensitive topic to some of my readers, I want to clarify that the intent of this blog inform you of the... read more →
Over the last two weeks, we’ve looked at the A and B of the new A-B-C sales paradigm: Attunement and Buoyancy. This week we’re examining the C of this journey:... read more →
One of the hazards of this servant selling (see also Part 1 & Part 2 of this series for reference) approach is to actually violate the Golden Rule. Rather than... read more →
In his book The Art of Leadership, Max Depree states, "The first task of leadership is to define reality." Yet most small companies do next to no planning, and mid-sized... read more →