Our financial practice can never be replicated by a robo-advisor. Have you ever said or thought this about robo-advisors or any other technological advance? Consider the following predictions about the radio and phonograph by Thomas Edison, inventor of the light bulb, the movie camera and the phonograph. He’s probably most... read more →
Aug
03
Aug
03
Three out of four companies you know are not in the top quartile. By definition they are underperforming. Over the next few Insiders, we will provide tools to help you to assess whether or not your sales team has the capacity to help you grow your business into a top... read more →
Aug
02
If we are clear about where we are and where we want to end up, 2014 planning, important as it is, becomes a mere waypoint toward our Finish Line, whether a day, a year or a lifetime away. Over the last two weeks, I began to explore five beacons to... read more →
Aug
01
TRUST = Credibility + Reliability Perceived Self-Interest The current political climate makes it difficult to have civil conversations about anything remotely political. Nevertheless, it’s important to find an effect way to communicate to our employees and other stakeholders what we believe is important. But how do we break the... read more →
Jul
31
Last week (click here for Part 1) we discussed the value of getting to no quicker, whether it’s in a conversation with a potential client or challenging a current client to take action. We concluded that while maybe’s are time wasters for both parties, there may be either gold or... read more →
Jul
30
A Stage 5 mature business provides the owner with money as well as time. The three-faceted bar of the Crankset Group description of business maturity states: I am able to take off 3-4 weeks from my business. My business makes money for me when I’m gone. (And I’m not just... read more →
Jul
29
This week before Thanksgiving finds each of us in a different place. Some of us are preparing to close up early. Others of us may be facing a pre-holiday, pre-Black Friday rush in our business or in last-minute preparations for family. And some of you Coloradoans may even be taking... read more →
Jul
28
We’re all questing for the “holy grail” of the right customer or industry segment—where to make more money in less time. Where is the most potential for growth? Where are the best opportunities to invest time and money? Or do I need to succumb to the usual dictates of fear... read more →
Jul
27
If you’re of any age between the Millennials and the Boomers, you’ll want to read this blog. It could help you or someone you love optimize the benefits they receive from the Social Security Administration. This week, explore the following practicalities of passing through the threshold—the liminal dimension, if you... read more →
Jul
26
“Blessed are they whose ways are blameless, who walk according to the law of the LORD. Blessed are they who keep his statutes and seek him with all their heart. They do nothing wrong; they walk in his ways. You have laid down precepts that are to be fully obeyed…Long... read more →