The Power Play #2: Legitimate Power

We continue our series on the bases of power as they relate to workplace dynamics and in our dealings with clients. Why is this important? Because as a leader in a position of power, your understanding of its impact will … 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 >

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 >

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 >

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 >

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 >

The Merits of Mentoring

As leaders, we bring people into our organizations and once they are there, we help inspire them to be the best versions of themselves. That’s because their best versions are in our best interests. Employees who love what they do … READ ON >

Relevant Relevance

“Strive not to be a success, but rather to be of value.” – Albert Einstein   It constantly amazes me how profound Albert Einstein was beyond the world of science. In this week’s quote, we find a very interesting juxtaposition … READ ON >

5 Observations for a Healthy Business Part 1

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 business person. It is something we come to. If … READ ON >

Be Golden: How To Define Your Business Purpose

Many in business chose to define the reason they are in business from the outside in. They think what they do (“make a profit”) or how they do that (“we sell financial products/provide superior advice”) as their reason for being … READ ON >