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 →
The place where God calls you is the place where your deep gladness and the world’s deep hunger meet. --Frederick Buechner Last week I shared how so many businesses suffer... 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 →
Since Karl Frank guest blogged a couple of weeks ago, I’ve been wondering why it’s so difficult to connect with our future self. Specifically: Why do so few of us... read more →
How can I fix them? This is a common plea I hear from business owners about their employees. Does it sound familiar? It’s undeniable that sometimes these employees are the... 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 →
We were blessed to spend a recent weekend with friends in the Silverthorne area in the Rockies. My friends are attempting to rent the property we were all staying in... read more →
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 →
Sacred cows are not what they appear to be. They are often merely the threshold, the doorway, into a deeper truth. Consider this sacred cow: Great financial planners don’t need... read more →