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 →
I find that business owners, in their quiet moments of self-doubt, wonder if they will ever break out of a rut. Some of the ruts I hear about are: “I’m... read more →
One of the hazards of this servant selling (see also Part 1 & Part 2 of this series for reference) approach is to actually violate the Golden Rule. Rather than... read more →
If you are a baby boomer or have boomer parents, you’ve probably come across this ad: The Crankset Group has dubbed these Blinding Flashes of the Obvious. BFOs are epiphanic... read more →
When God gives of God’s self, one of two things happens: either flesh is inspirited or spirit is enfleshed. —Richard Rohr At last week’s 3to5 Club, a bi-monthly meeting of... read more →
Have you ever been distracted by the plank in your eye? What about the fly stuck your ointment? I have. And so has every business owner I know! We all... read more →
What is a BMD? My wife and have always been big on ceremony, on ways of marking significant events in our lives. Birthdays, anniversaries, and graduations, certainly. Add to that... read more →
Remembering you are going to die is the best way that I know to avoid the trap of thinking you have something to lose. --Steve Jobs (cf. WSJ) This past... read more →
"Courage is not simply one of the virtues, but the form of every virtue at the testing point." -- C.S. Lewis What do many financial advisors focus on when their... read more →
I suspect Iron Man is not good at everything. Perhaps, like us, his greatest weakness is himself! Fortunately, few of us have the same megalomaniac, narcissistic tendencies of a Tony... read more →
