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 →
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 →
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 →
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 →
…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 →
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 →
This week let’s examine two more questions to discover the “alignment” between you, the owner, and your business. (See last week’s post for the first two questions). To answer these... 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 →
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 →
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 →
