What is the “It”? The “it” is a Fourth Marriage—the marriage between Self and Money. (Click HERE for my Sept. 17, 2013 post referencing the other three marriages per David... read more →
Last week I likened our current national fiscal/monetary challenge to blacksmithing. While most of us fixate on the unmoving arm of the legislative branch, few pay much attention to the... read more →
Have you ever stood between two mirrors and caught glimpses of yourself cascading into an accordion-pleated tunnel of mirror images stretching to infinity? I experienced one of these moments while... read more →
This Week Near You--Gain Resources for Your Small Business/Financial Advisory Firm! Click Here to find an event nearby! As an advisor to small business owners, I am blessed to be... read more →
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 →
Last week I shared the concept called The Sawyer Effect: Reward turns play into work. My friend, Chuck Blakeman, says that Industrial Age thinking about retirement gives The not so... read more →
Most financial services professionals I know are seeking a “silver bullet” for gaining a steady stream of client referrals. Dan Allison, who keynoted at the Colorado FPA Symposium last week,... 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 →
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 →
We’re all questing for the “holy grail” of the right customer or industry segment—where to make more money in less time. Where is the most potential for growth? Where are... read more →