Business & Financial Management
Practical tools and strategies for managing operations, resources, and finances to build sustainable, profitable enterprises.

Building a World Class Financial Advisory Firm
The bond between a financial advisor and a client is very personal. The challenge for financial advisors is to extend that relationship of trust and personal connection to include the other people in the firm who work with clients.
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What Is Strategy?
Recently, I met with a very successful business owner who told me that his strategy for growing his business was to get referrals from satisfied clients and centres of influence. While that is an effective method or tactic for growing...
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From One Generation To The Next
We first met Norm when we launched our Practice Development Program sponsored by Great West Life. Norm was one of 32 qualifiers who signed up for the program.
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Lessons My Father Taught Me
The death of a parent is a defining moment in our lives. I was conducting a workshop in Des Moines, Iowa for a group of top advisors and received two calls from my brother and wife within five minutes of each other around 9:30AM.
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The Second Principle of Entrepreneurship
The first principle of entrepreneurship is Optimization i. always working at the highest level of your capabilities.
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The First Principle of Entrepreneurship
Entrepreneurs want to make a difference in the world. However, there is a fundamental distinction in the way in which entrepreneurs operate.
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Lessons from Costa Rica
For the last 11 days, I have been in Costa Rica with my wife, Wendy. We came here as guests of Sun Life of Canada.
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The Most Important Word in Business
When I give a presentation, I often start out by asking the audience the following question: “ If you had to choose one word that is critical to the success of a business, what would that word be. ” Typically,...
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The Entrepreneur as Achiever
Throughout history, human behaviour has been informed and influenced by archetypes. The Oxford dictionary defines archetype as: (1) original model, prototype; and (2) typical specimen.
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Lessons My Mother Taught Me
My mother died recently, only ten months after my father passed away. With my dad, I did not spend enough time in reflection.
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From Art to Science. . .
What does it take to build a sustainable business. For Don Leitzell, it was the ability to combine the art and science of business building.
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Lessons From India
I just returned from a ten day business trip to India. During my trip, I learned many lessons about life, business and people in India.
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Elements of a Business Plan
Entrepreneurs start a business to fulfill a purpose that has meaning for them. The business becomes an instrument for the entrepreneur to do what s/he wants to do.
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Four Systems To Build Your Business
Webster’s Dictionary definition of system includes: “a method or plan of classification or arrangement; an established way of doing something; method; procedure etc. There are four systems capabilities that are integral if you want to build your business: Strategy –...
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Creating a High-Performing Business
Creating a high-performing business means aligning five critical elements. Vision – The starting point is the vision or picture of your business at some point in the future.
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