For those of you who attended my presentation at the TiE Rockies Breakfast for Business on November 2, 2012, thanks for your support! For those unable to attend, here is... read more →
"To have a firm persuasion, to set out boldly in our work, is to make a pilgrimage of our labors, to understand that the consummation of work lies not only... 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 →
NOTE: I would like to thank guest blogger Kevin Condon for Part 2 of this insightful blog. While he writes to owners of financial planning practices, his wisdom is equally... read more →
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... read more →
I suspect Iron Man is not good at everything. Perhaps, like us, his greatest weakness is himself! Fortunately, few of us have the same megalomaniac, narcissistic tendencies of a Tony... read more →
For those of you who haven’t yet filled out my year-end survey, there’s still time to let me know how I can serve you better! Please CLICK HERE and log... read more →
Drum-roll, please! Thank you for all who filled out the 2015 survey for JH & Associates. Here’s a snapshot of who you are: 72% of you own businesses 33% of... 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 →
Industry Trends and Your Financial Planning Practice, continued At the March Colorado Financial Planners Association (COFPA) meeting, Sameer Somal, Blue Ocean co-founder and CFO also put the floodlights onto important... read more →
