Just what you wanted, a new acronym. This one is more fun than anything else. FBFF stands for “Financial Best Friends Forever.” Maybe it’s a bit goofy, but it was coined in a light-hearted moment by a client during a … READ ON >


Conversations with clients should be about them, not you. Your clients don’t care about you. That may sound harsh, but it’s true. That’s not to say that they aren’t interested in the service you provide (they must be — after … READ ON >

More About Starting: It’s Not A Poker Game

When you are looking to start something new, to take a new direction or to up your game, it’s really easy to fall victim to endless and meaningless (even dangerous) procrastination. You might not be so sure, you might be … READ ON >

You Start By Starting

Easily, my favorite part when asked to deliver a presentation are the moments afterwards when I get to meet and speak with some of the people in the audience. “Thank you for validating everything I think!” is what one woman … READ ON >

The Hard Truth About Being Busy

“The key is not to prioritize what’s on your schedule, but to schedule your priorities.” – Stephen Covey Stephen Covey made a life’s work out of helping others understand how to get more from life. He left the world better … READ ON >

A Quick Retrofit

For the past two Thursdays, I have talked about the virtues of being a trusted advisor. Today, I will outline how you can position yourself as a trusted advisor and how that aligns with what your clients are seeking. In … READ ON >


Why do so many smaller companies have difficulty getting started with strategic planning? Over 90% of Fortune 500 companies do some form of strategic planning, but only about 25% of small businesses define and implement a formal strategy. Many companies … READ ON >

Just A Little Of That Human Touch

The other day, I was talking to my friend George, and I told him this story of a guy I know and what makes him so unique and special. I have no doubt that you know a person who is … READ ON >

Opportunity Through Abundance

Time. Later this year in August, I will celebrate my 44th birthday. I assume so anyway. When I wake up that Friday, I will be 6 years away from being 50. That’s spelled F.I.F.T.Y. The “holy #@%#!” is silent. I … READ ON >

Dapper Don

“If you don’t like what’s being said, change the conversation.” ~  Don Draper, Mad Men   Oh Don. If there is one thing that Don Draper was a master at, it was at changing the conversation. My observation is that … READ ON >