Investment firm owners have many hats to wear. A few of these are worn daily and include quick pivots from Owner to Advisor to Operations Manager to IT to Sales.... 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 →
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 →
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 →
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 →
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 →
“Why do you look at the speck of sawdust in your brother’s eye and pay no attention to the plank in your own eye? ...You hypocrite, first take the plank... read more →
Please Read - Disclaimer: Because this is such a sensitive topic to some of my readers, I want to clarify that the intent of this blog inform you of the... read more →
This week, we‘re viewing that ambiguous liminal space between client and financial advisor (or business owner) from the point of view of the financial advisor. It’s up to you to... read more →