Stage 2 Planning Partners

Value Creation Blog

Can We Really Trust Our Mutual Funds?

shareholders.pngA major part of our investment management process is helping clients choose an investment strategy that helps you reach your goals.  I would like to think that mutual funds who you invest your money with would see that part of their job is to make sure executives in companies the funds invest don't over pay their executives.  When your funds don't do this, your returns are unfairly diminished.

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Topics: shareholder agreement, business management, mutual funds

Do You Know What Keeps You From Connecting With Your Customers?

connection.jpgBy connect I mean emotionally connect.  If you’re emotionally connecting your customers don’t see you as authentic.  It might be one of the reasons you have more customer turnover than you want.

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Topics: relationship, Customer Service, customer delight

You Need Clarity In Your Estate Plan

I have a saying I love and my wife hates, “clarity leads to power.”  Not that you’re trying to achieve world domination….well, maybe you are.  Let’s just say I’m not trying to take over the world.  I just want to know if I’m doing the right thing.

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Topics: wealth management, estate planning, creating value

5 Reasons Your P&L Lies To You

I’m amazed at the number of business owners who think the only statement they have to pay attention to is their profit and loss statement.  I’m hoping that you’re not one of them. 

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Topics: Cash Flow, cash flow management, cash flow statement

Are You Ready For Success?

successI know that I spend way too much time doing and too little time preparing.  Too often I just start doing stuff before even thinking about what I want to do, much less actually preparing for it.

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Topics: succession planning, personal growth, preperation

Is Your Spouse Your Most Trusted Advisor?

adviceI hope the answer to this question is yes.  I know Suzanne has the most to lose if I decide to make a really boneheaded move.  She might not have the same technical knowledge as others.  At the same time she is more likely to ask me tough questions I need to answer.

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Topics: business relationship management, advisors, spouse

6 Things You Need To Do Before Retirement

retirment_planningRetirement is one of the biggest changes you’re ever going to make.  Too often I see people retire, then wish they never did it.  They’ve not thought through some of the changes that are likely to happen. You don’t want to be part of that group.  Instead, be smart and think about retirement in a way that’s going to have you prepared when the big day comes.  Here are 6 things to think about:

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Topics: retirement planning, retirement, life changes

Keep Your Product Off The Bottom Shelf?

I’m not talking literally.  I’m thinking about mind space in your customers’ eyes.

I bet you want to be top of mind.  I bet you would like your product or service be the first thing a customer or potential customer thinks about in your product category.

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Topics: creating value, value proposition, market share

Is Every Day A New One?

present_momentI have a problem, I often spend time in the past.  I think about things that went wrong and what I could have done to change them.  OK, I have to admit it I don’t just think about these things, I obsess about them.  Especially when I didn’t like the outcome.

At the same time I like to day dream about the future.  I like to think about all of the great things that are going to happen.

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Topics: personal growth, happiness, present moment

Is Your Business Sale Ready? Tips from a Vermont Financial Advisor

No, I’m not saying is your business going to be sold tomorrow.  I’m assuming it’s not.  I’m asking whether your business is sale ready.  Sale ready is when your business could be sold but you’re not interested at this time.

A sale ready business is when you’ve become operationally irrelevant.

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Topics: exit planning, business exit planning, selling

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