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 →
May
23
May
22
We all know the mantra: “Ignore the urgent and do the important.” Why doesn’t this knowledge translate into better living? Why do we continue to answer Urgent’s siren call? I think it’s because “the important stuff” isn’t all it’s cracked up to be. Important sounds, well, important. Important is (more…)
May
21
Thanks to my guest blogger, Karl Frank. Karl is the incoming president of the Colorado Financial Planning Association and author of Go Tax Free: 17 Ways to Get More Choice and Control Over Your Investments and Taxes. Karl introduces us to one of the most challenging liminal dimensions we each... read more →
May
20
I had the privilege of joining a group of local CEOs to learn about what company culture is. Following are some insights on why culture is important and what owners/executives can do to create a sustainable, renewable one. Company Culture: An Abridged Explanation Company culture is the collective shared values... read more →
May
19
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 →
May
18
Every business owner faces a time dilemma: is the best use of my time in the office, or outwardly focused? The pull of glory and “fun” and ego strokes can be powerful magnets to go represent your firm to “the marketplace.” Perhaps we can get some insight from an MSNBC... read more →
May
17
Communication! Communication? In conversations with business owners recently—and these owners had businesses with 50+ employees—they described communication “challenges” either within the company or with clients. But for now these owners seemed to feel that these issues were normal and only moderately pressing issues. After all, they reasoned, since most of... read more →
May
16
Liminal Dimensions Lead Foot, Rabbit’s Foot or Gazelle’s Foot? In preparation for my participation in tomorrow’s panel discussion I want to share two reflections on the power of a business owner to drive... read more →
May
15
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 →
May
14
On this ultimate day of 2012, and in preparation for 2013, take some time to listen to this beautiful Dougie MacLean rendition of Scottish poet Robert Burns’ famous poem, Auld Lang Syne (1788). (more…)
