Those of you who bear the CFP moniker or are NAPFA members are committed to the fiduciary standard of acting truly in your clients’ best interests. In the spirit of... 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 →
In my prior post, we explored how important it is to have clarity about our own Best Alternative to a Negotiated Agreement (BATNA) as a basis for coming to a... 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 →
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 →
“Courage is not simply one of the virtues, but the form of every virtue at the testing point.” - C.S. Lewis C.S. Lewis put it well: courage isn’t a discrete... read more →
Are you uncomfortable with sales? Me, too! Especially because, in Myers-Briggs terms, I am a borderline Introvert/Extrovert. The “traditional” side of the sales paradigm has one ruling mantra (the Tolkienian... read more →
If you are a baby boomer or have boomer parents, you’ve probably come across this ad: The Crankset Group has dubbed these Blinding Flashes of the Obvious. BFOs are epiphanic... read more →
One of the joys of presenting during Money Smart Week is learning about concerns from participants. The best questions—and answers—often come from either new business owners or the most veteran.... read more →
Why do so many business owners and financial planners have such a hard time developing an exit plan? I believe one terrorist plaguing both of them—all of us, really—needs to... read more →
