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. I had a speaking engagement
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. I had a speaking engagement
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
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. For centuries, philosophers, and, more
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
My mother died recently, only ten months after my father passed away. The depth of my grief seemed overwhelming. Taking the time to mourn is important. With my dad, I
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. Don started his financial services
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. Hopefully, you will find these
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
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
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
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
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
In my last blog I described a simple framework for structuring client attraction conversations. The structure of the opening of an interview is You/Me/Us/We. In Part 1 we covered the You/Me part of the attraction
There is an art to attracting clients. You can utilize a simple framework for structuring client attraction conversations. My friend and colleague, Bill Whitley says: “If you know how to
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.
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. The clearest indication
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
What is a 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 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. A
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. Your business plan
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
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. Vision answers the question:
Successful businesses get three things right. The first thing they get right is their Ideal Client Profile. A number of years ago, I was at a conference where a senior executive of
Many entrepreneurs tell me that they suffer from sleep disorders. I have experienced disruptive sleep patterns since my childhood. Often, I will wake up at 3 or 4 AM and