Thanks to guest blogger and author Robert White, author of Living an Extraordinary Life, for sharing his thoughts on what is perhaps the most challenging liminal threshold: change. “In these... read more →
Upcoming STAR-Denver Event "Making More Money? or Who's on First?" May 15, 2015 Lunch Meeting by Jon Hokama. Click Here to RSVP. Business owners may feel that the prospect of... read more →
Those of you who bear the CFP moniker or are NAPFA members are committed to the fiduciary standard of acting truly in your clients’ best interests. In the spirit of... read more →
Last week (click here for Part 1) we discussed the value of getting to no quicker, whether it’s in a conversation with a potential client or challenging a current client... read more →
Last week, I began to explore five beacons to guide us in the Present while planning for 2015 and aligning to our Finish Line. Although I first learned of these... 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 →
Last week we introduced a concept that, to some of you, may be a new option. If you’re not ready to sell your business and ride into the sunset, imagine... read more →
How many dimensions do you operate in? Behold yon miserable creature. That Point is a Being like ourselves, but confined to the non-dimensional Gulf. He is himself his own World,... read more →
Last week, I began to explore five beacons to guide us in the Present while Planning for 2014 and aligning to our Finish Line. Although I first learned of these... 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 →
