We just celebrated our nation’s Freedom Day. What could be better than celebrating with barbecues and fireworks? We Americans love... 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 →
In my prior post, we explored how important it is to have clarity about our own Best Alternative to a Negotiated Agreement (BATNA) as a basis for coming to a... read more →
Remembering you are going to die is the best way that I know to avoid the trap of thinking you have something to lose. --Steve Jobs (cf. WSJ) This past... read more →
When I talk with owners interested in either buying or selling a business, they regularly think this is a transaction; each party views it from the point of view of... read more →
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... read more →
"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 →
At a recent Colorado Financial Planners Association (COFPA) meeting, Sameer Somal, Blue Ocean founder, gave a sobering snapshot of things every financial advisor needs to consider: what’s next for your... read more →
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... read more →
Don't read this unless you have a Freedom Date! He who has a why can bear any how. -F. Nietzsche First, read about a Freedom Date by clicking HERE. Freedom Dates... read more →
