How can I fix them? This is a common plea I hear from business owners about their employees. Does it sound familiar? It’s undeniable that sometimes these employees are the... read more →
Managing our companies provides the most strenuous leadership challenge: though owners must lead by example, they in fact cannot lead others where they themselves have not gone! Your competitive advantage... read more →
This week's post is co-authored by Kevin Condon, an associate of JHA. Please see his bio below. When one buys or sells a firm, there are a number of key... read more →
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... 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 →
This blog is dedicated to the millennial stakeholders of our businesses. Today they comprise 34% of our employees; by 2020 that percentage will rise to 46% (1). Our firms will... read more →
Last week I made the case for what I term “innie” CEOs—those skilled at effective and impactful two-way communication with groups of employees at all levels of the company. Harvard... read more →
…those who [achieve extraordinary results] lift their circumstances up to the level of their dreams through awareness, responsibility and communication; others lower their dreams to fit their circumstances. (Living an... read more →
Many owners—and most of humanity--struggle with articulating and living consciously by the genius within. The expression of genius is what makes us and our firms unique and best suited for... read more →
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... read more →
