If you are a baby boomer or have boomer parents, you’ve probably come across this ad: The Crankset Group has dubbed these Blinding Flashes of the Obvious. BFOs are epiphanic moments of “seeing” something essential for the first time or perhaps recalling something foundational that we’ve neglected or forgotten. Why... read more →
Sep
02
Sep
01
One of the joys of presenting during Money Smart Week is learning about concerns from participants. The best questions—and answers—often come from either new business owners or the most veteran. Q: What are my options for funding a new business? A: You have several choices—each with corresponding advantages and disadvantages.... read more →
Aug
31
The financial advising profession—like all professions—has many sacred cows. As you remember, a sacred cow is an object that is accorded deep reverence but is also considered immune from question or criticism. We are setting out to change that! After all, it is said that sacred cows make the best... read more →
Aug
30
Last week I made the case for what I term “innie” CEOs—those skilled at effective and impactful two-way communication with groups of employees at all levels of the company. Harvard Business School researchers Michael Porter and Nitin Nohria said that “innies” produce companies with higher EBITDA. You may be an... read more →
Aug
27
In This Edition... Featured Article - Homerun: How to Develop a Corporate Culture to Sustain You in the Top 25% Newsbreak - Kudos / Gratitudes "Success" Story - Lesson from a Former Client's Experience Featured Article Homerun: How to Develop a Corporate Culture to Sustain You in the Top 25% CEOs... read more →
Aug
26
Last week, I began to explore five beacons to guide us in the Present while planning for 2015 and aligning to our Finish Line. Although I first learned of these as five regrets, I have reframed them as five powerful beacons lighting our way into our legacy. If we are clear... read more →
Aug
25
Part 2 of 4 How’s your time flowing this week? Time is the most challenging liminal dimension to manage. Our concept of time tracked on a calendar was called chronos time by the ancient Greeks. That feeling of constantly rushing from event to event, meeting to meeting, never being fully... read more →
Aug
24
ABA’s Timeless Treasures Series Taken from: The Business Guide, Twenty-Sixth Edition, 1891 Business Maxims Reality makes no allowance for wishes or bad plans. Goods well bought are half sold. Goods in store are better than bad debts. By prosecuting a useful business energetically, humanity is benefited. Keep accurate accounts,... read more →
Aug
23
Is the above title a familiar expression? At the May Colorado FPA chapter meeting, Courtney Pullen shared wisdom gleaned from interviewing scores of ultra high net worth families around the U.S. These are families who successfully navigate past the all-too-common phenomena: the siren call to shipwreck on the rocks of... read more →
Aug
22
In This Edition... Featured Article - Do You Want Your Profits in the Industry Top 25%? Part II: How to Become a Top 25% Performing Business Newsbreak - ABA's Sales Training Program Named in the Industry Top 20 Success Story - Read Jeff Schuster's praise of ABA for preparing his business... read more →
