…those who [achieve extraordinary results] lift their circumstances up to the level of their dreams through awareness, responsibility and communication; others lower their dreams to fit their circumstances. (Living an Extraordinary Life, p. 8, Robert White) I’ve been in the liminal dimension between Stage 4 and Stage 5 in my... read more →
Mar
15
Mar
14
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 →
Mar
13
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
12
As we mentioned in last month’s Strategic Edge Newsletter Edition (see #2,#3, & #12), cultivating your people, Human Capital, can be a powerful leverage point to move your firm into the top 25% in your industry. As your small company grows larger, providing the payroll, hiring and retaining the right... read more →
Mar
11
The opposite of play is not work—the opposite of play is depression. – Dr. Stuart Brown We often believe that the most basic rule of business is work. “Work more, work longer and work harder” goes the mantra. Both from my observation of business owner clients and from listening to... read more →
Mar
10
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 how his talk framed a doorway to what every business owner (especially financial planners) ought to strive for. Let’s begin... read more →
Mar
09
According to , authors of The One-Minute Millionaire: The Enlightened Way to Wealth, there are four paths to create wealth: Through the internet Equity investments through the stock market Real estate Private business ownership While complete libraries can be filled with publications about real estate and equity investments, there is... read more →
Mar
08
This free offering is so valuable, I wanted to give you another chance to learn more. If you’ve already read this, review my April 23 post HERE to prepare for how to look for the right team. Colorado financial planners, take advantage of a way to serve your clients! If... read more →
Mar
07
It is one thing to study war and another thing to live the warrior’s life. —Telamon of Arcadia, mercenary of the fifth century B.C.E., as quoted in The War of Art, p. 61. Felix Baumgartner’s historic Mach 1+, 119,846’ free fall to earth on Oct. 14, 2012. By virtue of... read more →
Mar
06
The Broncos and the Panthers had their Super Bowl 50 on February 7, 2016. If you’re a business owner, you know that you have your Super Bowl 50 every day. Every day your team decides whether or not they will show up. Every day your clients vote with their dollars... read more →
