Save the Dates! Resources for Your Small Business/Financial Advisory Firm on April 5th & 9th Q. What are You Presenting at Money Smart Week Colorado? A. I have found the CFP 5-step planning methodology to be a powerful framework not only for individuals but also for business owners. As Colorado... read more →
Mar
18
Mar
17
Co-authored by Jon Hokama & Kevin Condon Some of you may wonder, “I’m a CFP/wealth manager who’s thinking of acquiring (or selling) my practice. How, exactly, can Jon Hokama and Associates (JHA) help me?” Here's a knowingly shameless plug to elucidate... You need JHA before you call your business broker... read more →
Mar
16
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 →
Mar
15
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 fall of 2013, Paul found that they were running a terrific fever: they had caught the hysteria fever that there... read more →
Mar
14
“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 a belt the Word is something we believe in, something that we rely on and that comforts us. But seen... read more →
Mar
13
“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 out of your own eye, and then you will see clearly to remove the speck from your brother’s eye." Rabbi... read more →
Mar
12
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 diligent sales and marketing. He sold his mature Washington, DC-based practice in 2002 to return to Denver where he developed... read more →
Mar
11
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 markers that distinguish some of the most successful owners and their firms. This week let’s consider what grit is and... read more →
Mar
10
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 current laws so that you know where to get more information and know what options you or your loved ones... read more →
Mar
09
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 organizations for years, I used to subscribe to the unflattering notion that salespeople are “coin-operated”— motivated primarily by pay. I... read more →