Leadership & Strategy
Explore frameworks and insights that help leaders set vision, inspire teams, and drive organizational success with clarity and purpose.

The Drive To Excel Further
What motivates someone who has built an eight figure financial advisory firm to continue growing. For John Nicola, the founder and CEO of Nicola Wealth Management , it is the desire to build a sustainable business and leave a legacy.
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Individual Roles, Capabilities and the Right Organization - Part 5
This is the fifth of five blogs that describe individual roles, individual stratum thinking capabilities and the right organizational structure (or as we say, defining the Requisite Organization). Today I'll describe working at Stratum V and what their business looks like.
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Individual Roles, Capabilities and the Right Organization - Part 4
This is the fourth of five blogs that describe individual roles, individual stratum thinking capabilities and the right organizational structure (or as we say, defining the Requisite Organization). Today I'll describe working at Stratum IV and what the business looks like.
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Individual Roles, Capabilities and the Right Organization - Part 3
This is the third of five blogs that describe individual roles, individual stratum thinking capabilities and the right organizational structure (or as we say, defining the Requisite Organization). Today I'll describe working at Stratum III and what the business looks like.
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Individual Roles, Capabilities and the Right Organization - Part 2
This is the second of five blogs that describe individual roles, individual capabilities and the right organizational structure (or as we say, defining the Requisite Organization). Today I'll describe working at Stratum I and II and what the business looks like.
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Individual Roles, Capabilities and the Right Organization
This is the first of five blogs that describe individual roles, individual stratum thinking capabilities and the right organizational structure (or as we say, the Requisite Organization) you need to build your business. There are things about you that you...
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Business Plan: Defining Your Opportunity
Your Business Plan starts with your Business Definition. The four components of the Business Definition are: Vision Mission Values Business Opportunity Your Business Plan is the articulation of your Strategy for growing your business.
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Living Your Values: The Power ofActions
A value is a thing or condition we consistently act upon to get and to keep. A value is a vector – a direction with a force.
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Four Fundamentals of an Effective Mission Statement
In my last blog , I described how we worked with Joel to develop the Mission Statement for his business: “Financial Security Through Informed Decision Making. ” Let’s review the four fundamentals in preparing your Mission Statement.
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The Power of a Good Mission Statement
A Mission Statement describes why you are in business and is designed primarily for your clients. Ideally, the Mission Statement has meaning for every stakeholder in your business, e.
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Vision - The Starting Point in Defining Your Business
Your Vision is your mental picture of the direction in which you want to take your business. It is the goal for your business towards which you are working.
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