SHAMELESS PLUG Since this is the week leading up to Easter, I’ve been thinking a lot about what Jesus said: “Let the little children come to me.” Some of these “little children” are battling cancer. Won’t you join them in their fight? Our daughter Grace has! On Saturday, April 4,... read more →
Jun
15
Jun
14
In my prior post, we explored how important it is to have clarity about our own Best Alternative to a Negotiated Agreement (BATNA) as a basis for coming to a we with a potential partner. While Jeanette Nyden applies this framework to create an environment to formulate contracts between large... read more →
Jun
13
Drum-roll, please! Thank you for all who filled out the 2015 survey for JH & Associates. Here’s a snapshot of who you are: 72% of you own businesses 33% of you are financial planners, many of whom own your business Ages: 38% of you are 56-65 19% are 31-45 and... read more →
Jun
12
Recently, I had the thrill of looking for whales. As a passenger, I just showed up, enjoyed the sightings, and got a DVD to commemorate my journey. However, I can imagine that the captain had to do a once-over before we left, monitor safety conditions during the trip, and check... read more →
Jun
11
Effective networking is essential to business success. The purpose of networking is to acquire new prospects for your sales or other strategic objectives and to transfer trust they have for their friend to you. The "warm introduction" is always better than the cold call. Look at your calendar over the... read more →
Jun
10
The Ironman Triathlon is aptly named. The competition consists these back-to-back events, in this order: a 2.4 mile swim, a 112 mile bike ride, and a marathon (26.2 miles). To participate in this triathlon is to test the limits of both one’s inner and outer motivation, purpose and identity. As... read more →
Jun
09
The Power of Strategic Performance Measures “If you can’t measure it, you can’t manage it.” The author of this quote is unknown, but it is quoted all the time — and is a very powerful truth! In order to improve performance or maintain performance objectives while you are growing, nothing... read more →
Jun
08
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 →
Jun
07
Industry Trends and Your Financial Planning Practice, continued At the March Colorado Financial Planners Association (COFPA) meeting, Sameer Somal, Blue Ocean co-founder and CFO also put the floodlights onto important questions every financial advisor needs to consider: what’s next for your life? Somal reminded us that oftentimes, the most difficult... read more →
Jun
06
Business owners tell me they have two scarce resources: time and money. In order to create a business that provides both revenue and time, the owner needs an arc reactor that powers the vision of the business and gives life to every staff member. For the owner, keeping her arc... read more →
