Articles

K.I.S.S. - Keep It Simple Stupid

Starting the New Year is a good time to take a serious look at the way we are using our most valuable resource, time.

Looking back over a 34 plus year career I wish I had a dollar for every time someone told me or I had to remind myself to keep things simple. [More]

Ask The Right Questions

Every practice at many points in a career gets the frustrating feeling that they have hit a plateau. When you get to this point it is always difficult to refocus and get the momentum again to move your practice to the next level. There are several practices I implement with the teams I work with to get momentum back and the team all focused on the same thing and moving in the same direction again. But, I have found the best way to combat this is to... [More]

Practice Makes Perfect

We see it everyday all around us. When we watch a sporting event, a concert, a movie, singer, comedian, anything really. The one thing these people all have in common is practice. Any time we witness an event that where true talent is involved we can be sure that thousands of hours of practice have preceded it. In fact the tipping point on practice or the number of hours it takes until you make what ever it is that you do look really easy is 10,000 hours. [More]

The Most Important Person Not In The Room

It is a sad tell, you have spent years developing your relationship with your client, solid investments, regular meetings, lunches and many other events. Then something changes, the client gets very busy with business, has a terrible illness or worst of all dies. The spouse take over handling the investments. You meet with the family and assure them that everything is in order and the future is secure and BAM out of nowhere the transfer papers come in and your account is gone. [More]

The Power of Teamwork

The following is an excerpt from the book, The Five Dysfunctions of a Team by Patrick M. Lencioni.



Not finance. Not strategy.  Not technology.  It is teamwork that remains the ultimate competitive advantage, both because it is so powerful and so rare.


The founder of a company that had experienced tremendous growth, best expressed the power of teamwork when he once said, "If you could get all the people in an organization rowing in the same direction, you could dominate any industry, in any market, against any competition, at any time."

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