You’ll likely have one of two reactions to the notion of selling your business: “That’s why I’m going to run this business ‘til I drop dead!” OR “That’s why I... read more →
SHAMELESS THANKSGIVING: Thanks for your generous gifts to St. Baldrick’s Foundation! This past Saturday April 4, Grace’s team raised over $1,250 to research the cancers afflicting children. https://www.stbaldricks.org/participants/mypage/776299/2015 [caption id="attachment_2646"... read more →
Have you ever stood between two mirrors and caught glimpses of yourself cascading into an accordion-pleated tunnel of mirror images stretching to infinity? I experienced one of these moments while... read more →
This Week Near You--Gain Resources for Your Small Business/Financial Advisory Firm! Click Here to find an event nearby! As an advisor to small business owners, I am blessed to be... read more →
Thank you for your many responses! As we promised in January, we would like to share a few highlights from our survey. These results will give you a flavor of who... read more →
Business owners and managers of mid-sized and small businesses have more to juggle than they can handle. One of the maladies that plague us and our teams is the lurking... read more →
John Gabriel, Regional Manager at Weitz Investment Management, gave an insightful talk on active shares for professional investment advisors at a recent gathering of the Colorado FPA . Let’s see... read more →
And How to Become a Member of God’s Family “The scientists’ religious feeling takes the form of a rapturous amazement at the harmony of natural law, which reveals an intelligence... read more →
The financial advising profession—like all professions—has many sacred cows. As you remember, a sacred cow is an object that is accorded deep reverence but is also considered immune from question... read more →
Most financial services professionals I know are looking for a “silver bullet” for gaining a steady stream of client referrals. Why does the silver bullet elude us? The silver bullet... read more →