Small Business Tips | American Business Advisors

Oct 17

fixed assets, lease expenses, bank statements, bankers, accountants, accounting,

Your Financial Statements are Missing These 2 Key Items

Your financial statements should be an accurate reflection of your company's operating results and net asset position, but they should also help tell a story about how well you are managing your business from a financial perspective. Fixed Assets — No item on the balance sheet can become distorted more quickly... read more →

Oct 16

Your Financial Planning Practice: Are You Building a Job, a Business, a Home or a Rental Property?

We were blessed to spend a recent weekend with friends in the Silverthorne area in the Rockies. My friends are attempting to rent the property we were all staying in and we saw first-hand the challenges of having a rental! More importantly, I saw that liminal dimension between building a... read more →

Oct 15

Productivity Myth Busting Part 2: “I have to exchange my time for money.”

For those of you who attended my presentation at the TiE Rockies Breakfast for Business on November 2, 2012, thanks for your support! For those unable to attend, here is one of the myths we busted. Every business owner is on a journey through the liminal dimensions leading toward liberation... read more →

Oct 14

Liminal Dimensions: “Leaders: Your Future is Calling You”

All of us must be leaders. But before we can lead others, we must first lead ourselves. Dr. C. Otto Scharmer of MIT’s Presencing Institute points out that the etymology of leadership is “the crossing a threshold, a liminal dimension.” Another possible etymological variant of “to lead” is “to die”.... read more →

Oct 13

Living Your Trilemma, Part 1

This is the season of anticipation. Last week I talked about the unusual temporal turducken we just experienced. We, like that dish of a chicken nested in a duck nested in a turkey, experienced an extended weekend beginning with Hanukkah, middling with Thanksgiving and “begending” with Advent. As I reflect... read more →

Oct 12

The Silver Bullet for Gaining Client Referrals, Part 2

As I discussed last week, most financial services professionals I know are looking for a “silver bullet” to gain a steady stream of client referrals. I highlighted the clients you should invite to help you build your practice: your “gold mines.” The #1 factor, according to COFPA Symposium speaker Dan... read more →