This blog is not a blue print for success, per se. It presents a business worldview. Sure, there is lots of how-to on this site. But, the how-tos flow from a set of timeless, values-based principles. Get the values right, and the principles will follow naturally. Live out the principles, and you’ll build a dynamic, thriving practice.

Current Topics

• Mission, Vision, Strategy
• Vision: The Forest and the Trees
• Strategy: Pulling it all Together
• Principle 1: Fly by Your Instruments
• Principle 2: Walk in Your Priorities
• Principle 3: Don’t Use the Boss’s Brain (I)
• Principle 3: Don’t Use the Boss’s Brain (II)
• Principle 4: Hire Attitudes, Teach Skills (Part I)
• Principle 4: Hire Attitudes, Teach Skills (Part II)
• Principle 5: Fools Rush In
• Principle 6: You Can Do More…
• Principle 7: Clients Aren’t Clueless
• Principle 8: Navigate Change
• Principle 9: All Clients Great and Small
• Principle 10: The Goal of Marketing (Part I)
• Principle 10: The Goal of Marketing (Part II)
• Principle 11: The Temperance Movement
• Principle 12: Manage Your Minutes (Part I)
• Principle 12: Manage Your Minutes (Part II)
• Principle 13: Create Anticipation
• Principle 14: Don’t be a Consumer
• Principle 15: There is More to Life
• Principle 16: Beg, Borrow, and Steal
• Principle 17: Likeability, Trustworthiness, and Competence
• Principle 18: You Can’t NOT Do It
• Principle 19: Advisors Don’t Do Paperwork
• Principle 20: Vendors, Bless Your Hearts
• Principle 21: Goals vs. Dreams
• Principle 22: Steady as She Goes
• Principle 23: Do Good Work, Note the File
• Principle 24: It’s the Relationship, Stupid! (Part I)
• Principle 24: It’s the Relationship, Stupid! (Part II)
• Principle 24: It’s the Relationship, Stupid! (Part III)
• Principle 25: I’d Rather Say Whoa! than Go!
• Principle 26: Be Exclusive
• Principle 27: The Book Produces (Part I)
• Principle 27: The Book Produces (Part II)
• Principle 27: The Book Produces (Part III)
• Principle 28: Don’t Ask for Referrals
• Principle 29: Manage Activities, Not Results
• Principle 30: Manage by Wandering Around
• Principle 31: Elevator Etiquette

Coming Soon

• Principle 32: Deliver a WOW Experience!, Aromatherapy, You Need a Sharper Image, Control Freaks Anonymous, Make Yourself Referable
• Principle 33: Get Hired, Never Close a Sale, Don’t Chase Clients
• Principle 34: Due Diligence is Everyone’s Job, Executing Decisions
• Principle 35: Do it Now!
• Principle 36: Cross-Check and Verify, Lockstep!, Demand Precision
• Principle 37: When in Doubt, Don’t Fill it Out
• Principle 38: Analyze This
• Principle 39: One-Stop Shopping? Pfht!
• Principle 40: Mother, May I?
• Principle 41: New Business In and Out
• Principle 42: SWSWSW – Next!
• Principle 43: Don’t Return Phone Calls, Set Calendar Rules
• Principle 44: You Need a Sharper Image
• Principle 45: Always Protect the Advisor
• Principle 46: If You’re Going to Say it, Sell it!, Justify the Fee
• Principle 47: Own Your Mistakes
• Principle 48: Raise Your Stock
• Principle 49: Set Expectations, Never Lie to a Client
• Principle 50: Refusing “No”
• BONUS Principle: How You Do Anything is How You Do Everything

Other Topics

• Read This First
• Imposter Syndrome
• Don’t Revisit Decisions – don’t use my brain.
• Raise Your Own Kids
• Still the Boss!
• Audibles
• Boomerang
• Live a Masterpiece
• How Did I Get Here?