Managing our companies provides the most strenuous leadership challenge: though owners must lead by example, they in fact cannot lead others where they themselves have not gone! Your competitive advantage... read more →
Bobby McFerrin has words of wisdom for us as we near the Fiscal Cliff. I think he gets it right in his song “Don’t Worry Be Happy”: http://youtu.be/yHFDa9efCQU McFerrin’s song... read more →
Last week I made the case for what I term “innie” CEOs—those skilled at effective and impactful two-way communication with groups of employees at all levels of the company. Harvard... 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 →
Many owners—and most of humanity--struggle with articulating and living consciously by the genius within. The expression of genius is what makes us and our firms unique and best suited for... read more →
Jerry Paul, ICON bond fund manager, would say you might be! As a result of traveling the country and talking with hundreds of broker dealers and financial planners in 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 →
Time, money and …?… Part 1 of 4 Welcome to my blog! We live in a multi-dimensional world of height, length, breadth and time. Since my teenage years—no doubt due... read more →
Most financial services professionals I know are looking for a “silver bullet” for gaining a steady stream of client referrals. Why does the silver bullet elude us? The silver bullet... 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 →
