Our financial practice can never be replicated by a robo-advisor. Have you ever said or thought this about robo-advisors or any other technological advance? Consider the following predictions about the... 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 →
Last week, I began our tour through the liminal dimension of business ethics as incarnated by John Bogle and the Vanguard Group mutual fund company. We often feel it is other people... 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 →
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 →
Most financial services professionals I know are looking for a “silver bullet” for gaining a steady stream of client referrals. Why does the silver bullet elude us? The silver bullet... read more →
Please Read - Disclaimer: Because this is such a sensitive topic to some of my readers, I want to clarify that the intent of this blog inform you of the... read more →
The financial advising profession—like all professions—has many sacred cows. As you remember, a sacred cow is an object that is accorded deep reverence but is also considered immune from question... read more →
All of us must be leaders. But before we can lead others, we must first lead ourselves. Dr. C. Otto Scharmer of MIT’s Presencing Institute points out that the etymology... read more →
If you’re of any age between the Millennials and the Boomers, you’ll want to read this blog. It could help you or someone you love optimize the benefits they receive... read more →
