Jun
25
Choose a heading below to jump to the corresponding section: Featured Article - Strategic Planning: What is it, Really? Part II: What it IS! Newsbreak - How Dennis Guse, one of our new owners, adds value... Success Story - Check out the success stories on our new website! Having trouble viewing?...
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Jun
24
Over the last two weeks, we’ve learned from the impact life purpose has in undergirding the lives of two “business” owners. This is the time of year when successful business owners are planning for 2015. It’s a great time to review how closely your own life purpose aligns with your...
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Jun
23
Upcoming STAR-Denver Event "Making More Money? or Who's on First?" May 15, 2015 Lunch Meeting by Jon Hokama. Click Here to RSVP. Business owners may feel that the prospect of selling is like planning their own funeral. So unless you’re akin to Mark Twain’s Tom Sawyer character who witnessed his...
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Jun
22
Those of you who bear the CFP moniker or are NAPFA members are committed to the fiduciary standard of acting truly in your clients’ best interests. In the spirit of Kevin Condon’s Sacred Cow series, many in the financial planning profession believe in the Life Planning Sacred Cow—every client needs...
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Jun
21
Last week (click here for Part 1) we discussed the value of getting to no quicker, whether it’s in a conversation with a potential client or challenging a current client to take action. We concluded that while maybe’s are time wasters for both parties, there may be either gold or...
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Jun
20
I have uncovered a liminal framework—a way of looking at our current Fiscal/Debt dilemma—that could help us frame a seemingly insoluble dilemma of how to reduce national debt while continuing to create jobs. Let’s consider the blacksmith, his hammer, and his anvil. (more…)
Jun
19
Is it Possible to Effectively Plan for Risks and Contingencies? Owners of small and mid-size businesses face all kinds of risks. Some disasters cannot be avoided, but the consequences of most of them can be managed by practicing good business planning. A disaster can be something that impacts the entire economy...
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Jun
18
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 companies who plan tend to prepare budgets instead of a financial forecast. Going on a one-year business journey without formal...
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Jun
17
Colorado financial planners, take advantage of a way to serve your clients! If you have any type of financial advisory practice, use this event to build your client relationships. If you are a CFP you can volunteer: Write to info@cofpa.org for more information. Click the Financial Planning Day logo above...
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Jun
16
Better Competitive Positioning Greatly Increases Profits and Growth! The question today is, "How can we compete more effectively in an ever-increasing competitive environment?" Good management is built on sound principles, facts, and insight. Small and mid-sized companies can significantly increase profits, cash-flow, and growth by establishing a formal competitive position...
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