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 →
Colorado financial planners, take advantage of a way to serve your clients! If you have any type of financial advisory practice, use this event to build your client relationships. If... 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 →
What is the “It”? The “it” is a Fourth Marriage—the marriage between Self and Money. (Click HERE for my Sept. 17, 2013 post referencing the other three marriages per David... read more →
Investment firm owners have many hats to wear. A few of these are worn daily and include quick pivots from Owner to Advisor to Operations Manager to IT to Sales.... read more →
So what is your Money Type? (I am a Magician first but, under duress, am influenced by the Innocent) Were you surprised about what you discovered? Armed with the awareness... 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 →
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 →
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 →
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 →
