Money isn’t everything Do you ever wish you had a little bit more money to play with? Or a bit more time? I was presenting to a group of adviser/owners recently and made the statement that “Lack of cash is a blessing, not a curse.” As I expected this caused …
Losing focus? Is it time to refocus your efforts? One of the great frustrations of running your own business is feeling like you’re on a treadmill, or stuck at your current level of growth. This happens to everyone from time to time, but if you’ve been stuck for a while, …
Prepare to be wrong How do you deal with mistakes in your business? I mean the really big mistakes that probably have serious consequences for the business. For example, a mis-click that buys the wrong investment for a client, costing them money. Or a mistake that has significant negative tax …
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 …
Is everything under control? When you sit and think of all the things you could or should spend your time on, I’ll bet ‘good governance’ isn’t at the top of the list. I know it’s not because you’re anti-good governance, it’s just not a subject that appears on most small …