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 →
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 →
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 →
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 →
“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 →
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 →
A recent blizzard caused the cancellation of our daughter’s flight back to college. During our bonus family time we sat by the fireplace, working on our own projects. She did... 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 →
