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 →
"Listen to people in their 80s," she said. "They've stared just across the street at death for a decade. They know what's important in life." -Patricia Lyons Simon Newman via ... read more →
The opposite of play is not work—the opposite of play is depression. – Dr. Stuart Brown We often believe that the most basic rule of business is work. “Work more,... read more →
Is the above title a familiar expression? At the May Colorado FPA chapter meeting, Courtney Pullen shared wisdom gleaned from interviewing scores of ultra high net worth families around the... read more →
I had the privilege of joining a group of local CEOs to learn about what company culture is. Following are some insights on why culture is important and what owners/executives... read more →
It is one thing to study war and another thing to live the warrior’s life. —Telamon of Arcadia, mercenary of the fifth century B.C.E., as quoted in The War of... read more →
Over the last two weeks, we’ve learned from the impact life purpose has in undergirding the lives of two “business” owners. This is the time of year when successful business... read more →
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 →
The Ironman Triathlon is aptly named. The competition consists these back-to-back events, in this order: a 2.4 mile swim, a 112 mile bike ride, and a marathon (26.2 miles). To... read more →
Human bodies are microcosmic shadows of the middle market business. Sometimes the veil of liminal spaces—the divide between what is and what might be—lifts in the most unexpected places—like in... read more →
