Insights & Perspective

As an advisor, it is important to focus your own limited time in 3 places - talking with clients, talking with prospects, and talking with centers of influence. This is where you add most value. Everything else is a distraction to be automated, delegated or outsourced...

Life is like a river with lots of twists and turns. Sometimes smooth sailing but often turbulent waters to navigate and obstacles to avoid. As you race down your own river of life, the scene around you changes. There is no going back. You can't control the rapids or...

This famous line is shouted by Col. Nathan Jessup aka Jack Nicholson in the 1992 film, "A Few Good Men". What about you?Can you handle the truth? All us humans ignore or downplay things that don't fit our preferred world view. We all avoid hard truths. In business, we...

For successful advisors, your business is likely the most valuable asset in your investment portfolio. Do you know what your business is worth? Would your family receive fair market value for this asset if you were hit by a bus tomorrow? When recommending investments...

In April, the Federal Trade Commission issued a final rule: "to promote competition by banning noncompete agreements nationwide, protecting the fundamental freedom of workers to change jobs, increasing innovation, and fostering new business formation". In so doing,...

Early this century, we witnessed a rapid consolidation of coffee shops competing for our business, with now just 3 companies - Starbucks, Duncan Donuts, and JAB Holdings (Caribou, Peete’s, Krispy Kreme & other brands) accounting for 78% of the coffee shop...