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 →
Most financial services professionals I know are seeking a “silver bullet” for gaining a steady stream of client referrals. Dan Allison, who keynoted at the Colorado FPA Symposium last week,... read more →
Bobby McFerrin has words of wisdom for us as we near the Fiscal Cliff. I think he gets it right in his song “Don’t Worry Be Happy”: http://youtu.be/yHFDa9efCQU McFerrin’s song... 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 →
Jerry Paul, ICON bond fund manager, would say you might be! As a result of traveling the country and talking with hundreds of broker dealers and financial planners in the... 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 →
This free offering is so valuable, I wanted to give you another chance to learn more. If you’ve already read this, review my April 23 post HERE to prepare for... 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 →
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 →
In pursuit of knowledge, every day something is acquired; In pursuit of wisdom, every day something is dropped. —Lao Tzu* This week I discovered another liminal dimension: the doorway from... read more →
