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 →
In the course of advising financial advisory firms, I have plenty of opportunities to observe and reflect on the nature of their business ownership experience. Grit and genius are two... read more →
Over the last two weeks, we’ve looked at the A and B of the new A-B-C sales paradigm: Attunement and Buoyancy. This week we’re examining the C of this journey:... read more →
This week, we‘re viewing that ambiguous liminal space between client and financial advisor (or business owner) from the point of view of the financial advisor. It’s up to you to... 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 →
Most businesses choose some form of incorporation whether it’s a LLC or a C-corporation. Each has individual advantages from legal and tax perspectives. What you may not know about is... read more →
Leadership Last week I stumbled through another liminal dimension in my current work with the 3to5 Club of business owners who are clarifying the key strategies for their businesses. At... 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 talked about how a couple of merchants in a little medieval town created an unanticipated social capital footprint. Their decisions to uphold and propagate standards of honest... read more →
“I look forward again to coaching to try to win rather than trying to avoid being defeated.”—John Wooden, UCLA basketball coach, after his fifth (of ten) national titles. For our... read more →