Get with the plan In my experience some of the world’s best Financial Planning firms are based in the United States. Bob Veres of Inside Information says, “There are a handful of wealth-management firms that are informally competing to be the best managed firm in our profession, and Roy Ballentine’s …
Taking care of business Running your own business is not a job. There’s no guaranteed income. You don’t get selected to be a business owner. And it can be tough. I saw this data in a recent email from Gazelles strategic planning guru Verne Harnish: “TSheets by Quickbooks commissioned a …
Get in shape for the summer With thoughts of summer breaks on the horizon and plenty to do before you start packing, here are some of May’s must-reads to get your business in shape. There have been some excellent articles this May that I don’t want you to miss. The …
Force of habit There’s a lot written about the power of goal setting. I’ve written often about how important it is to be clear on what you want. With clarity comes greater focus, and the ability to say ‘no’ to anything that isn’t advancing you toward your goal. However, setting …
Spoiled for choice We live in a society with almost unlimited choice. That’s a good thing, right? Well, yes, but it also comes with periodical challenges around what we actually want. The Crossroads I had a call recently with a potential client who had sold a successful larger business about …