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 →
“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 →
"Courage is not simply one of the virtues, but the form of every virtue at the testing point." -- C.S. Lewis What do many financial advisors focus on when their... 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 →
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 →
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 →
New Belgium Brewery (NBB) discovered in 2006 that its customers didn’t recognize that NBB was the brewery that created not only Fat Tire Amber Ale but also a number of... read more →
As I discussed last week, most financial services professionals I know are looking for a “silver bullet” to gain a steady stream of client referrals. I highlighted the clients you... 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 →
Most of us are familiar with the term WIIFM—What’s In It for Me. Great marketing is often built on this premise. Marketing communication is designed to show how a product... read more →
