Life & Planning
Manage your estate from the grave
Each person cares about how their wealth will affect their loved ones and the causes they care about. You may know that you can control how your wealth is spent…
Read MoreDon't Worry…Just Do Your Best Work
Fear is paralyzing and worry leads to defeat. It’s rationalized because of risk. Risk is real, but fear and worry is a creation of our minds. The key is to realistically…
Read MoreUnentangled Wealthy Families…(what?)
The wealthy experience the thrill of all the money brings – vacations, experiences, fine cars, beautiful homes (or two+), and all the thrills money offers. The issues of wealth typically get…
Read MoreNever Incomplete Data (with clients you care about)
According to Fiserv Inc.’s annual survey of financial advisors, ninety-five percent of financial advisors said their clients are asking them for advice on “held-away” assets, which are defined as accounts…
Read MoreYou are not the problem (it's the picture)
I’ve always thought my problem is me. Then in one lesson it all became clear what the real problem is. Tom Ness, a top-50 teaching golf pro in the country and…
Read MoreQuiet statements; big actions
I often remind people that wealth is more than money because deep down people know this is true. And the more of it you have the more you recognize this…
Read MoreRule #2: Have you gone this far? (to prove a point)
How far would you go to make a point? What are you willing to do to launch your idea? Would you go as far as Dane Miller… From scratch he…
Read MoreRule #1: No one does it alone.
This has been Bob’s mantra as an entrepreneur. Not only has he hired the best people around him, he has learned from the best leaders and entrepreneurs. Sure you get…
Read MoreWho’s been stupider longer? (hopefully others)
In the last two weeks I’ve had two big ideas that could have a significant growth impact on my business and ultimately create even more value for the families we…
Read MoreDestroy your business (before someone else does)
Are you so good at what you do that no one can beat you? Is your offering so superior that nothing else comes close to it? Perhaps this is a…
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