Our financial practice can never be replicated by a robo-advisor. Have you ever said or thought this about robo-advisors or any other technological advance? Consider the following predictions about the... read more →
If you’re of any age between the Millennials and the Boomers, you’ll want to read this blog. It could help you or someone you love optimize the benefits they receive... 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 →
NOTE: I would like to thank guest blogger Kevin Condon for this insightful blog. While he writes to owners of financial planning practices, his wisdom is equally applicable to any... 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 →
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 →
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 →
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 →