Posted on June 28, 2008 by stage2
I’m about to head into a vortex where collaboration is going to be really important. Unfortunately, the medical community doesn’t seem to do collaboration even as well as the financial advice industry does. And, this might be a real problem.
I’ve recently been diagnosed with cancer. For years, I’ve been using the medical community as a [...]
Filed under: Ethics, For Business Advisors, For Business Owners, Legacy, Value Creation | Tagged: cancer, collaboration, discovery, medical treatment | Leave a Comment »
Posted on June 22, 2008 by stage2
I had the opportunity to talk with a TEC group in Michigan last week. During the workshop, we got into a conversation about the role of philanthropy for teaching money values for younger generations.
I found the two companies in the room that were third generation businesses were the most interested in this topic. I suspect [...]
Filed under: Estate Planning, For Business Advisors, For Business Owners, Wealth Management | Tagged: business philanthropy | Leave a Comment »
Posted on June 11, 2008 by stage2
Collaboration is truly not for the faint of heart. When we collaborate—even within our own firm—we temporarily hand over the care of our Client to someone else. We may hold our colleagues in the highest regard, and yet when it comes right down to it, we may not be aware of how little we trust [...]
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Posted on June 6, 2008 by stage2
Collaboration is one of those words that we are afraid of saying we are not in favor of. In many respects it’s like apple pie or mom, just one of those things that we all should embrace.
So, the question becomes why is collaboration so rare and why is it so hard to institute in our [...]
Filed under: Ethics, Marketing, Wealth Management | Tagged: collaboration, cooperation, fear | Leave a Comment »