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 →
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 →
Sacred cows are not what they appear to be. They are often merely the threshold, the doorway, into a deeper truth. Consider this sacred cow: Great financial planners don’t need... 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 →
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 →
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 →
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 →
Resistance is futile. --The Borg It's our choice, whether to hate something in our lives or to love every moment of them, even the parts that bring us pain. At... 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 →
Co-authored by Jon Hokama & Kevin Condon Some of you may wonder, “I’m a CFP/wealth manager who’s thinking of acquiring (or selling) my practice. How, exactly, can Jon Hokama and... read more →
