This morning I went to the barbershop in for my weekly haircut. Over the last four years, my barber Matt and I have organically grown a relationship which transcends that of customer-vendor. While we aren’t pals, since 2013 we have spent upwards of 50 hours discussing family, friendship, football, faith, and business. Matt develops deep […]
Read MoreWords have meaning. In a world of text messaging, social media posts, and emoji’s we misuse words to the point of confusing others about what we mean. It’s not uncommon to hear a common phrase when people accept an award, or when they are introduced as a performer, speaker, or host. This opening line is […]
Read MoreThings happen fast in the digital age. In the old days, you received a wire, a letter, or you joined a conference call. Today you might hear about it when you receive a notification on a smartphone. Your broker-dealer sold to another firm. We react in a visceral way to events like this. We remind […]
Read MoreBusinesses hear some variation of this question many times daily: “What’s it cost?” First, any discussion of fees in advance of a conversation about value identifies you as a commodity. A good answer to steer the conversation begins with: “It depends…” When offering professional services, make certain you have a clear value offering. Take at […]
Read MoreToo many advisors have yet to build a WRITTEN business plan for 2017. Consider this question when setting your goals for the new year, quarter, month, week, or day:
Read MoreAsk yourself one simple question: Why are my services better than a Robo Advisor? Fidelity is launching a system designed for first-time investors between ages 25 and 45 in mind that recommends investments based upon the investor answering SIX QUESTIONS for less than 40 basis points. Vanguard’s platform is targeted to the advisor sweet-spot of […]
Read MoreThis morning I thought I saw some movement in the room in which I was sitting. As it turns out, it was a reflection from outside on a granite countertop. I was fasinated by how moving my head ever so slightly made the image I saw change dramatically! Sometimes we need to look at something […]
Read MoreIn today’s world relationships and connections become challenging. We are all so busy. We find it difficult to pick up the phone or meet people for coffee or lunch. In the past we wrote to people…on PAPER. Then in 1993 an idea became reality, and it changed our world forever: Email! Electronic Mail made it […]
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Small Goals? Really? On a flight yesterday to a speaking engagement in Florida, I picked up the Delta Sky Magazine. In an article on style and fashion, I read an interview with Heidi Klum…and received some fantastic business advice! You may be saying, “Wait…I thought she was just a fashion model.” She is a model […]
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Death Valley is the hottest and driest place in America. From May to October the average daily high temperature is 106℉ The average annual precipitation in Death Valley is 2.36 inches. Almost nothing will grow there…or so we have been led to believe. During the winter 2004/2005 Death Valley received a record rainfall; as of […]
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