10 Ways To Stay Inspired In This Suck-Soaked Era of Sameness

I’ve been deep in the woods on my annual summer retreat, thinking deeply about you, me and where this relationship is going. I’ve been advocating that you take more time to think, and a whole bunch of you agree with … READ ON >

How Do You Walk?

“Success is walking from failure to failure with no loss of enthusiasm.” – Winston Churchill   Well, there is some serious wisdom in this one. Winston Churchill was far from perfect. And yet at the same time, he is one … READ ON >

Do More “Nothing

A few blogs ago, I let you all know that I was heading up to Pine Lodge to do some deep thinking about you and who you want to become, and a deep cycle recharge of my brain and soul. … READ ON >

The Power Play #1: Coercive Power

My next series of 5 blogs will examine the different kinds of power that are involved in your client relationships. First, power is at the heart of our interactions with others. Second, as a financial advisor with a body of … READ ON >

Thoughts From Around the Campfire

“When you show deep empathy toward others, their defensive energy goes down, and positive energy replaces it. That’s when you can get more creative in solving problems.” – Stephen Covey   I’m thinking about you. I remain holed up here … READ ON >

In Praise of Lifelong Restlessness

Recently, I read a Vanity Fair profile about Bruce Springsteen and watched a new HBO documentary on David Bowie, two pivotal cultural influencers of the past 50 years. What struck me in my reading and viewing was the continual creative … READ ON >

Summer Thinking

When you read this, I will be in my cabin up in the hills of Quebec, deep in the fabled forest of your childhood imagination. I have a fire going, a coffee on the go and I’m most likely reading … READ ON >

Where the SHIFT Begins

“If you are not willing to risk the usual, you will have to settle for the ordinary.” – Jim Rohn   Nothing like an all-time classic to ponder during the dog days of summer. Dennis and I are big fans … READ ON >

Shift Disturbing Part 6: Be More

I’m about to head up to the lake for the summer to recharge – I’ve flown well over 100 times in 7 months, I have had a very busy year speaking about the Experience Economy and how financial advisors and … READ ON >

6 Observations for a Healthy Business Part 2

This a continuation from the last post made here. Most people with small- to medium-sized businesses end up where they are by accident. When we were younger, few of us said that we wanted to grow up to be a … READ ON >