Back again

It’s almost been a year since my last post.  The cancer treatment is now done and it’s time for healing to begin.  I’m finally feeling strong enough to start posting and sharing thoughts how private business integrates with our personal lives.
During the past year I’ve had personal experience with not being able to work, trying [...]

Even more on collaboration

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 [...]

On Vacation

I’ve been meaning to write a blog post for the past several days, but I just haven’t gotten around to it.  I’m on vacation and getting my head into writing something useful as been difficult if not impossible.
The one thing that has occurred to me is the quality of service you get at Western ski [...]

A truly cool product

I normally spend my time in this blog writing about ideas, books or things that private business owners should consider or do.  But, once in a while a product is so cool that it just forces me out of my usual pattern.  This is one of those times.
Amazon.com has just come out with an electronic [...]

More on Wealth Management

I am in the process of revamping how we present information to owners of private businesses. I think that many of us who work in this field have done a good job of helping our Clients achieve particular goals. I also think that we can move past the tactical work we do to [...]

Speak with good purpose

I just got back from vacation and was involved in a conversation with some people about the place they worked.  During the conversation I noticed that most of the conversation revolved around how stupid, dumb or incompetent their supervisors and people in authority were.  While I was listening to this conversation, I thought about a [...]

Pricing is important

On my way to the airport today I stopped and bought a coffee and a breakfast sandwich.  The cost for both was about $3.85.  This was also advertised in the convenience store I stopped at as a discounted price.
Many of you know that I spent over 30 years in the vending and food service business.  [...]

Suggestions need to be stage specific

I notice that there often is a disconnect between advisers and their Clients.  I often think this happens because the advisor is often making a suggestion that is not appropriate for where the Client is in their business stage.
I call this action a stage specific disconnect.  What this means is that they adviser is making [...]