You’ll likely have one of two reactions to the notion of selling your business: “That’s why I’m going to run this business ‘til I drop dead!” OR “That’s why I need to help figuring how to get out.” If you’re aligned with the former, you can stop reading now. If... read more →
Sep
02
Sep
01
SHAMELESS THANKSGIVING: Thanks for your generous gifts to St. Baldrick’s Foundation! This past Saturday April 4, Grace’s team raised over $1,250 to research the cancers afflicting children. https://www.stbaldricks.org/participants/mypage/776299/2015 Last week we looked at one leadership... read more →
Aug
31
Have you ever stood between two mirrors and caught glimpses of yourself cascading into an accordion-pleated tunnel of mirror images stretching to infinity? I experienced one of these moments while passing through the liminal doorway between conversations; the stories relayed by business owners and their spouses revealed behavioral financial insights... read more →
Aug
30
This Week Near You--Gain Resources for Your Small Business/Financial Advisory Firm! Click Here to find an event nearby! As an advisor to small business owners, I am blessed to be a listening ear and gleaner of wisdom for concerns that are voiced to me. I invite you to join in... read more →
Aug
29
Thank you for your many responses! As we promised in January, we would like to share a few highlights from our survey. These results will give you a flavor of who your fellow readers are and the topics you’re asking us to address in future publications, presentations and online communities —... read more →
Aug
28
Business owners and managers of mid-sized and small businesses have more to juggle than they can handle. One of the maladies that plague us and our teams is the lurking sense that “I’m not enough.” Let’s examine the one area which you have more control over than you may believe.... read more →
Aug
27
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 →
Aug
26
And How to Become a Member of God’s Family “The scientists’ religious feeling takes the form of a rapturous amazement at the harmony of natural law, which reveals an intelligence of such superiority that, compared with it, all the systematic thinking and acting of human beings is an utterly insignificant... read more →
Aug
25
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
24
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 →