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 decide if you’re looking for a “trunk” or a “tail”! (See my July 10th post for part 1, from the... read more →
Sep
07
Sep
06
Author’s note: We have intentionally reprinted last week’s Insider in a slightly different form to model the principle of repetition. In “telling your employees how to vote,” be sure to remind them that it’s important for them to vote their conscience. In order to connect with their conscience as best... read more →
Sep
05
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 it in a framework called Theory U. Great leadership begins with self-leadership. This framework will open a new liminal dimension,... read more →
Sep
04
Last week, I began our tour through the liminal dimension of business ethics as incarnated by John Bogle and the Vanguard Group mutual fund company. We often feel it is other people who need coaching on ethics, not ourselves. I wonder about the number of us in financial services who consider continuing... read more →
Sep
03
In This Edition... Featured Article - Business Owners: Are you Stuck in the Bermuda Triangle?” Newsbreak - 360 Degree Check-up Workshop and Purposeful Planning Institute Success Story - Building a Revenue Foundation Featured Article Business Owners: Are you Stuck in the Bermuda Triangle? By Jon Hokama, Senior Vice President Building a... read more →
Sep
02
Many owners—and most of humanity--struggle with articulating and living consciously by the genius within. The expression of genius is what makes us and our firms unique and best suited for some clients but not others. This genius is the grain of sand that stimulates our oyster to produce the Pearl... read more →
Sep
01
Brand vs. brand–On Befriending Uncertainty and Change You can either resist change, or, as organizational change guru John Kotter says, exercise “change leadership.” To be a change leader is not to manage and control the responses of your stakeholders. Rather, you embrace their responses and ride the wave of change... read more →
Aug
31
The journey of 1000 miles begins with the first step —Chinese Proverb Many business owners are so overwhelmed with the immediate, that they don’t know where to begin. Or, they feel so close they cannot distinguish where they begin and their business ends. Let’s turn around a common way of... read more →
Aug
30
When God gives of God’s self, one of two things happens: either flesh is inspirited or spirit is enfleshed. —Richard Rohr At last week’s 3to5 Club, a bi-monthly meeting of business owners, we reflected on the liminal dimension between the spirit and the flesh, in other words, a lifetime-goal-that-can-never-be-fulfilled—and the... read more →
Aug
29
Last week, I talked about how a couple of merchants in a little medieval town created an unanticipated social capital footprint. Their decisions to uphold and propagate standards of honest weights, excellent service, and integrity had far-reaching consequences for themselves and their community and the world. It is little surprise,... read more →
