This week's post is co-authored by Kevin Condon, an associate of JHA. Please see his bio below. When one buys or sells a firm, there are a number of key... read more →
…those who [achieve extraordinary results] lift their circumstances up to the level of their dreams through awareness, responsibility and communication; others lower their dreams to fit their circumstances. (Living an... read more →
This free offering is so valuable, I wanted to give you another chance to learn more. If you’ve already read this, review my April 23 post HERE to prepare for... 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 →
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 →
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 →
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 →
"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 →
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 →
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 →
