This week let’s examine two more questions to discover the “alignment” between you, the owner, and your business. (See last week’s post for the first two questions). To answer these... read more →
Our financial practice can never be replicated by a robo-advisor. Have you ever said or thought this about robo-advisors or any other technological advance? Consider the following predictions about the... read more →
Last week we introduced a concept that, to some of you, may be a new option. If you’re not ready to sell your business and ride into the sunset, imagine... 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 →
Most businesses choose some form of incorporation whether it’s a LLC or a C-corporation. Each has individual advantages from legal and tax perspectives. What you may not know about is... read more →
This week's post is co-authored by Kevin Condon, an associate of JHA. Please see his bio below. When one buys or sells a firm, there are a number of key... 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 →
To write is human, to edit is divine. —Stephen King Every business owner knows that doing strategic planning this time of year is essential to success in 2016. But, how... read more →
Human bodies are microcosmic shadows of the middle market business. Sometimes the veil of liminal spaces—the divide between what is and what might be—lifts in the most unexpected places—like in... 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 →
