The financial advising profession—like all professions—has many sacred cows. As you remember, a sacred cow is an object that is accorded deep reverence but is also considered immune from question... 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 →
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 →
At the recent TiE Rockies Business for Breakfast, we explored two myths and an alternate path through this liminal dimension: Myth 1: Corporate Perspective: We Become Our Role For those... read more →
If we are clear about where we are and where we want to end up, 2014 planning, important as it is, becomes a mere waypoint toward our Finish Line, whether... read more →
A Stage 5 mature business provides the owner with money as well as time. The three-faceted bar of the Crankset Group description of business maturity states: I am able to... read more →
If you’re of any age between the Millennials and the Boomers, you’ll want to read this blog. It could help you or someone you love optimize the benefits they receive... read more →
Last week we examined two men who experienced that liminal doorway we aspire to cross through—the one to financial prosperity. Let’s see what each experienced next. Like scores of lottery... 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 →
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 →