Shiny Object Syndrome or S.O.S. Cry for Help?
As entrepreneurs and small business owners, we are hard-wired to be problem-solvers. When something
Getting the “Buy In” for Change: Addressing Collaboration
Business leaders find themselves needing to strategize and implement fresh, new initiatives. More o
Client Segmentation frees you to grow and prosper
To achieve success, firms must decide to service less, off board clients, or hire additional staff.
Growing profitably and with less effort
Whether starting your financial advisory business or managing a growing client list and workload, ou
Stop dying and start living! Why you MUST learn to build a strategy team to experience positive growth, culture, and profitability
Without a strong strategic team, you can kiss away the idea of positive growth, culture, and profita
Simplifying the management of a Tax and Wealth Management business
Managing a tax and wealth management business isn’t easy. But it can be. And it is the fastest and
I blame Michael Kitces and myself
Let's play the blame game! I blame Michael Kitces for pushing the independent industry into the mode
The IDEOS™ method to transforming your mind and business
Below is the cliff notes primer on my IDEOS™ method and initiative planning that has helped transf
Improving Time and Energy Management and the Client Experience
It's time for you to introduce this idea to your business. You and your staff will love the time blo
The benefits of automating your processes (with a few tech tips)
Has it been years since you last took a fresh look at your business processes? Efficient business pr