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 →
I learned about an idea that could not only save you and your business enormous sums of money but also minimize your frustrations this week. Interested? Having worked with sales... 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 →
It is one thing to study war and another thing to live the warrior’s life. —Telamon of Arcadia, mercenary of the fifth century B.C.E., as quoted in The War of... read more →
This week, we‘re viewing that ambiguous liminal space between client and financial advisor (or business owner) from the point of view of the financial advisor. It’s up to you to... read more →