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 →
Aug
28
Aug
27
Determining the best debt design for your business is critical in order to maximize profits/cash-flow, provide liquidity, and manage risk. The major reasons for debt problems are excessive optimism, over-leverage, inadequate financial projections, and improper structuring of short-term and long-term debt. Industry leaders always have a low debt-to-equity ratio! The... read more →
Aug
27
What is the one essential that you must attend to as a business owner or leader in 2017? [To learn more, check out this Insider, Your Leadership Success One Essential Every Business Needs] It’s trust. Consider these facts: Companies with high trust make more money. Companies with high trust move... read more →
Aug
26
"To have a firm persuasion, to set out boldly in our work, is to make a pilgrimage of our labors, to understand that the consummation of work lies not only in what we have done, but who we have become while accomplishing the task." -David Whyte, Crossing the Unknown Sea (emphasis... read more →
Aug
25
Most financial services professionals I know are looking for a “silver bullet” for gaining a steady stream of client referrals. Why does the silver bullet elude us? The silver bullet eludes us because we’re facing the key liminal dimension of interpersonal relationships. The financial advisor thinks the referral challenge looks... read more →
Aug
24
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 →
Aug
23
“Mamihlapinatapai” is derived from the Yaghan language of Tierra del Fuego [and is] listed in [the] Guinness Book of Records...as the “most succinct word."1 (Pronounced ma-mE-la-pin-ya-ta-pI). Being a linguistical hobbyist, I have to share the etymology of this word with you: Mam-- the reflexive/passive prefix ma- (mam- before a vowel) + Ilhapi-- the root which... read more →
Aug
22
Last week, I began to explore five beacons to guide us in the Present while Planning for 2014 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... read more →
Aug
21
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
20
My wife and I had the privilege of visiting Kennedy Space Center this week (see above). We were reminded that it took a special kind of person to head into space. Then it struck me: it also takes a special kind of person to own a company and fly it... read more →
