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 →
Save the Dates! Resources for Your Small Business/Financial Advisory Firm on April 5th & 9th Q. What are You Presenting at Money Smart Week Colorado? A. I have found the... read more →
If we are clear about where we are and where we want to end up, 2015 planning, important as it is, becomes a mere waypoint toward our Finish Line, whether... 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 →
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 →
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 →
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 →
Don't read this unless you have a Freedom Date! He who has a why can bear any how. -F. Nietzsche First, read about a Freedom Date by clicking HERE. Freedom Dates... 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, 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 →
