"Courage is not simply one of the virtues, but the form of every virtue at the testing point." -- C.S. Lewis What do many financial advisors focus on when their... read more →
Most financial services professionals I know are seeking a “silver bullet” for gaining a steady stream of client referrals. Dan Allison, who keynoted at the Colorado FPA Symposium last week,... read more →
Brand vs. brand–On Befriending Uncertainty and Change You can either resist change, or, as organizational change guru John Kotter says, exercise “change leadership.” To be a change leader is not... read more →
Last week we looked at one citizen who did a public service for 95 million Americans. We explored how this kind of modeling is the first step in creating a... read more →
The journey of 1000 miles begins with the first step —Chinese Proverb Many business owners are so overwhelmed with the immediate, that they don’t know where to begin. Or, they... read more →
This week’s guest author, Kevin Condon, began his career in 1984, starting from technical due diligence and developing a full service financial planning practice through partnership, practice merger, acquisition, and... read more →
One of the hazards of this servant selling (see also Part 1 & Part 2 of this series for reference) approach is to actually violate the Golden Rule. Rather than... read more →
We’ve seen momentum shifts in games: it happens in basketball games where one team seems to drain every shot. The other team looks flat-footed and tosses nothing but bricks. On... read more →