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Value Creation Blog

3rd Quarter Overview From Our Partner Assetmark

Introducing The Financial Freedom Project

The Truth Is Appreciative Inquiry Will Make Your Life Better

Introducing Your Willing Wisdom Opportunity

Are You Struggling With Retirement? - Video

4 Secrets To Retiring Earlier In Life

Some Second Quarter Commentary On The Markets

4 Random Thoughts About Your Wealth

Are You An Investor Or A Speculator....

7 Investment Disasters You Need To Avoid

The Real Reason To Have Health Insurance

How To Turn Your Hobby Into A Great Business

Your 5 Minute Retirement Planning Tutorial

When Pets Are Left Behind, What Will You Do?

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Everything You Wanted to Know About Social Security and Were Too Embarrassed to Ask

Mindfulness Can Save Your Life.....Learn How

Who Else Wants To Know How Millenials Think About Money?

The Upside To Quitting and Learn About Passive Income

Why I Don't Use Actively Managed Mutual Funds

Habits Are Hard To Change

One Of The Most Ridiculous Articles I've Seen In A While

Do You Want Adult Children Or Do We Want Children Who Are Adults?

You Always Have To Pay Yourself First

Without Trust Nothing Happens

Key Tax And Government Numbers 2017

7 Investment Disasters and What You Can Do To Avoid Them

6 Reasons You Need Client Facing Planning

4 Reasons You Must Do Scenario Planning - Video

8 Ways to Add Wealth to Your Family

A Remarkably Simple Truth About Your Investments - Video

Who Makes The Investment Decisions In Your House?

Having Problems……Look for What’s Working

Thinking About Retirement….Lose The Word Retire

6 Things You Need To Tell Your Family Before You Die

6 Reasons You’re Lousy at Forecasting the Future

5 Reasons You Need To Do a Life Insurance Review

How Do Your Values Stack Up With Your Spouse

The Social Security Dilemma…..When Should You Start Collecting It?

8 Transition Issues You Just Might Face And What To Do About Them

3 Things You Need To Do Before Selling Your Business

There's Never Been A More Important Time To Share Your Will

A Guide To Setting Up Your Bucket System

A Short Primer to Help You Stay Invested

6 Questions You Need To Ask Before You Invest

Are You Saving Enough

5 Warning Signs Your Financial Plan Isn’t Working

Why You Need To Know About A Cash Balance Plan

The Glorious and Mysterious Secret of Goal Mapping

You Are On That Committee….

What Is A Fiduciary And Why Should You Care?

6 Common Risks That Can Ruin Your Retirement

8 Steps You Need to Take Before it’s Time to Leave

You Say You Want To Retire…Retire to What?

8 Transition Solutions You Can Use Today

Are You Outspending Your Assets?

A Theme Is Better Than a Goal

Business Owners Learn To Read Your Cash Flow Statements

The Horrible Side Effect of Retirement

Stop Telling Me What I Want To Hear

What Are You Doing About Managing Your Health?

A Financial Secret That You Probably Know

Boomers, Are You Ready For Retirement?

The 3rd Most Evil Word……

4 Amazing Secrets about Trust

5 Easy Ways to Handle Chaos from Life’s Transitions

11 Questions You Should Ask Your Investment Manager Before Hiring Them

Taxes, Taxes, Taxes - What You Need To Know When You Sell Your Business

Wrong Person Wrong Seat – Don’t Let It Happen To You

Business Owners - Do You Really Want To Work For Someone Else

Why Are You Grateful

Do You Make These Mistakes When Planning With Your Spouse

Boomers – There’s Never Been A More Important Time To Think About Retirement

What Everyone Needs To Know About Authenticity

The 5 Secrets Of Behavioral Finance You Need To Know

5 Cash Flow Strategies You Can Benefit From Today

Do You Know How to Value Your Business

The Real Reason You Want An Investment Advisor

Is Work/Life Balance A Good Idea?

Thinking Slow About Investments Trumps Thinking Fast

7 Financial Questions You Need To Answer Before leaving Your Business

Boomers - Do You Have Enough For Retirement?

The Surprising Secret Of Having Happy Customers

Are You A Curious Specialist

Avoid The Hazard Of Running Out Of Cash

You Need Win/Win Or No Deal

The Disastrous Results Of Not Saving For Your Retirement

5 Ways You’ll Profit From The Phrase Not Yet

Put Your Phone Away - Now

A Remarkably Simple Truth About Your Investments

Discounted Cash Flow Is Evil

What’s Your Red Velvet Rope Policy

Boomers Are You Ready To Simplify Your Life

Stop Lying To Yourself - Here’s Why You Won’t Delegate

Want To Retire…..Manage Your Education

Podcast - Philanthropy And Your Children

Case Study - The Best Way For You To Make Your Life Better

How to create magic with your big decisions

Podcast - Creating The Outrageous Sale

Pay Attention To Your Spouse’s Gut Feelings….They’re Amazing

Podcast - A Different Way Of Seeing Trusts

Some Free Advice For Rahm And The City Of Chicago

Podcast - Talk To Your Family

The Best Way To Find Out What Your Spouse Thinks About

Bad Things Happen……Are You Prepared?

Do You Want Your Customers To Love You?

Questions You Need To Ask Before You Invest

A Tale of Two Families

And You Tell Me You Don’t Have Time For Vacations..

Does An Entitled Child Keep You From Retiring?

Why Most Acquisitions Fail

Change How You Set Goals

Be Brave And Fulfill Your Customers Expectations

Do You Confuse Hope and Expectation?

6 Reasons You Won’t Delegate And How You’re Limiting Yourself

Are You An Investor Or Speculator?

Are You Safe From The Agony Of Running Out Of Cash?

Get Ready For Retirement By Planning Now

The Greatest Buy/Sell Plan Ever

How To Avoid Really Big Investment Mistakes

Don’t Be A Chicken. Start A Customer Advisory Board

Stop Making Dumb Decisions Now!

Don’t Waste Your Twenties

Finally An Excellent Solution To Leaving Your Business?

A Hidden Truth About Legacy

Have You Screwed Up Recently?

Is Your Job In Danger?

Is Your Business Going To Run Out Of Cash?

The Hardest Part About Saying No

Get Ready For Retirement By Planning Now

Be Smart, Put Your Family First

Are You Sabotaging Your Investments?

How To Charge Enough Even If You’re Scared

Finally A Solution About Dealing With Change

Do You Know How Buyers Look At Your Business?

Can We Really Trust Our Mutual Funds?

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

You Need Clarity In Your Estate Plan

5 Reasons Your P&L Lies To You

Are You Ready For Success?

Is Your Spouse Your Most Trusted Advisor?

6 Things You Need To Do Before Retirement

Keep Your Product Off The Bottom Shelf?

Is Every Day A New One?

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

Tips from CFP in Vermont: What Is Confirmation Bias and Why Should You Care?

Vermont Tips for Wealth Management: Be Humble, Learn From The Best!

Sometimes Done Isn’t Really Done

6 Ways Of Dealing With No Cash - Wealth Management in VT

Getting Ready To Retire, Think About A New Career - Retirement Planning in VT

5 Reasons You Want Your Spouse Involved In Your Business - Burlington, VT Financial Adviser

3 Things Your Creative Teams Need

Financial Advisor in VT: Do You Ask For Help?

Investment Management in VT: Who Should Own Stock In Your Company?

Thinking of Investing: Start With A Financial Planner in Burlington VT

Why Customer Service Matters?

Wealth Management Tips VT: 5 Reasons A Thinking Partner Is Important

My Ongoing Argument With My Father

It’s Not What You Say That Count’s

Understanding Our Alignment Conversation

Do Your KPI’s Make Sense? Wealth Management and Financial Planning: VT

5 Reasons Hubris Gets In The Way Of Your Business

Pay Off Your Mortgage Before You Retire: Vermont Retirement Planning

Creating A Shareholders Agreement That Works

Stop Planning Your Life!

The First Step In Investing Is Knowing What You Want

Do You Know What Your Spouses Business Is Worth?

What Type Of Person Are You?

Financial Planning in Burlington VT: Where Does Trust Fit Into Change?

6 Reason You Need To Delegate

Small Choices Are Better Than Big Ones

Collaboration Starts At Home

Is The Customer Really Always Right?

Getting Ready For Retirement, Become A Life Long Learner

6 Ways To Institutionalize Creativity

Jobs, Jobs Galore And No One To Fill Them

Transitions Cause Your IQ To Drop – Life Changes

Who Should Do An ESOP?

What Throws You Off Your Game?

An Easy Way To Save More

What Role Do You Play?

Respect Your Children - Op Ed

Are You A Giver?

Cash Controls Are To Keep Honest People Honest

Is Your Company Credible? - Customer Service

Retirement Planning in Vermont: Are You Going To Retire At 65?

8 Lessons I learned From Mastermind Groups

7 Reasons You Won’t Say No

Managing Change Is Hard - Life Changes

A New Concept, Goal Mapping - Personal Growth

5 Ways To Help Yourself Save - Wealth Management in Burlington, VT

5 Reasons Buyers Want Your Key People And Not You – Succession Planning

5 Ways To Manage Change - Personal Change

Retirement Planning in Stowe: 7 Things To Think About Before Retirement

6 Ways to Create More Time

The Ugly Side Of Maximizing Profits - Op Ed

Retirement Planning - Will I Have Enough Money To Retire?

Profits Are Not Cash - Cash Flow

What Language Do You Use With Others? - Personal Growth

What Is Wealth - Wealth Management in Burlington,Vermont

Do You Really Want To Say No? - Customer Service

Kill Corporate Welfare Now!

5 Reasons You Need A Family Constitution

Do You Know What Your Business Is Worth? – Exit Planning

4 Reasons You Need Goals – Wealth Management in Vermont

6 Ways To Save For Retirement

Do You Manage Your Workers' Compensation? – Creating Value

It’s Too Bad We Don’t Recognize People Until They Die!

What Is Grantor’s Remorse And Why Should You Care - Wealth Management

What I’ve Learned About Profits First

Financial Planning Is About Direction - Retirement Planning

Don’t Forget To Live For Today - Personal Growth

What Is A Sale Ready Business?

Do You Think You’re Judgmental? - Personal Growth

Happiness Is What Happens Now - Wealth Management

What Are Hidden Metrics And Why Should You Care?

Do You Say Yes Too Often? – Creating Value

Do You Feel Like You’re A Groundhog (The Movie)

Stop Writing Long Reports

Socrates Had It Right – Creating Value

Why You Need To Love Radical Change - Life Changes

Selling To The Highest Bidder Is A Good Thing

What Should You Do About College Costs?

Think About Not Yet Instead Of Yes

Do You Treat Your Employees As Your Best Customers?

Email Doesn’t Replace Phones - Customer Service

Wealth Management Is Too Confusing!

Are You Ready To Ship - Innovation

5 Things To Help You Through Change

5 Ways To Make Sense Out Of Chaos – Life Changes

What Is Growth? - Cash Flow Management

How Do You Know You Trust Someone?

8 Things I Do For Clients

Simple Is Better When It Comes To Change

Retire To What? Know What’s Next

Learn About Phantom Stock And A Stay Bonus

You Need A Customer Advisory Board!

A Mentor Is A Good Thinking Partner

Learn To Manage Investment Losses - Investment Management

Are You Brave?

Have You Made A Mistake Today - Op Ed

Are You Open Enough? – Life Changes

Is Your Business Sale Ready?

Is Bigger Really Better? – Retirement Planning

6 Things You Need To Tell Your Family – Wealth Management

Innovation Is More Than Products

Are You Trustworthy?

Saying No Is About Creating Boundaries

A Day In A Life Of A Passive Business Owner

Do You Know How You Spend Your Time? - Coaching

Your Paycheck Is Your Biggest Asset – Financial Planning

6 Reasons You Need To Know Who You Are - Niche

Does Your “Stuff” Serve You? – Wealth Management

6 Reasons You Need To Define Your Reason For Being - niche

Thanks For A Great Year

It’s Really OK To Take A Chance - Value Creation

When It's Time for a New Job

What is the State of Exit Planning

5 Reasons Change is Difficult

Bad Things Will Happen. Are You Prepared? - Scenario Planning

Stop Inspecting For Quality - Value Creation

Institutions Let Us Down

Listen To Your Children

Profits First, Growth Second

The Art Of Being Competent

Profits Are Nice – Cash Is Better

You Need To Answer This Question

Bad Things Will Happen. Are You Prepared?

8 Issues To Think About In Family Transitions

The Word Should Is Evil

Are You Ready For Your Life To Change?

Stop Putting Band-Aids On Things

Having An Ego Doesn’t Mean You’re Arrogant

6 Reasons Buying Life Insurance Is No Fun in Burlington, Stowe, VT

Go Slow To Go Fast

5 Ways To Create Change That Doesn’t Hurt

I’m Going To Leave All My Money To Charity

4 Reasons To Play Whack-A-Mole

You Need Contrarians in Your Life

Who Hates Your Product?

4 Reasons You Need To Do Scenario Planning

3 Reasons You Want To Be In Your Own Business

Is It Possible To Have Love Without Trust?

10 Steps To Build A Peer-To-Peer Group

6 Reasons You Need Generalists In Your Life

Silo’s Are Evil

Don’t Separate, Integrate. Your Business That Is

5 Rules for Making Your Company Lean

Nothing Worth Doing Is Easy

Without Trust Nothing Happens

If You’re In A Good Mood You’ll Do Better Work

Use Personas To Think About Your Customers

Are You A Situational Leader? – Performance Coaching

All Private Businesses Are Family Businesses

What Is A Trip Wire And Why Should You Care

3 Things That Build Value

Who Should Own The Family Business?

The True Purpose Of Due Diligence

Children Learn What They Live

5 Reasons You Need Artists In Your Company

Are You Over Optimistic?

10 Things To Do Before Starting A Business

5 Reasons You Need To Share Your Will

4 Reasons You Need To Understand Financial Ratios

This Question Can Change Your Life

It’s Not About Culture, It’s About Fit

Darn, Things Just Cost Too Much

Why Performance Coaching Is Better Than Reviews

5 Things That Makes You Authentic

How Cancer Changed My View Of Death

How To Hire The Best

Do You Make Yourself Vulnerable?

Do You Charge Enough?

How To Fire An Advisor

Are You A Curmudgeon?

What is Family Stewardship?

6 Ways You Can Make Your Company A Learning Organization

Do You Have A Will?

Are You Interesting?

5 Reasons I Love The Question Why

I Like To Lead From The Back

Why I’m Glad My Kids Do Social Media

What Does Your Office Say About You?

My New Favorite Word - Priage

My Favorite Question: What Would Happen If?

If It Works Does It Make It Right?

Learn To Love The Word “And”

Do You Know The Difference Between Consulting And Coaching

Do You Walk Your Talk?

5 Reasons I Hate The Word Should

Do You Manage Your Conflicts Of Interest?

Do You Take Time To Just Think?

Looking For Improvement, Manage The Challenges

Can We Please Stop Waiting For The Sky To Fall?

5 Reasons You Need To Spend 20% Of Your Time Marketing

Want To Build Trust, Be A Good Listener

Do You Cultivate Curiosity?

When Win/Win Is Possible

Are You Ready For Tomorrow?

What Makes A Great Tribe?

Do You Fudge Your Answers?

How Do You Talk About Your Complicated Products?

Are You Pursuing Something Great?

If My Mother Had Lived

How I Built Trust In An On-Line World

6 Ways You Can Make Your Company More Efficient

6 Reasons People Don’t Take Your Advice

Don’t Re-Invent - Break The System

7 Things That Scare Me

Don’t Hide From Your Broker - Succession Planning

Do You Do The Right Things Right?

The Hardest Thing In Business Is Going From Zero To One

Do You Think Out Loud?

5 Reasons A Discovery Process Is Important

7 Things You Should Know About A New Idea

Is Your Company A One Trick Pony?

6 Lessons I Learned From Grateful Dead Concerts

Are You Working With A Pro?

Who’s On Your Personal Board of Directors?

Reduce Your Projects Now!

This Is Not A Rehearsal For Life

Designing Systems? Make Sure You Keep Them Simple

Want Success? Do What You’re Good At!

4 Reasons You Need To Pay Attention To Others

My Service Promise

5 Decisions You Need To Make

5 Ways To Increase Your Business Value

The Question Isn’t Who’s Right But What’s Right?

5 Questions I’m Going To Ask You Before You Sell Your Business - Exit Planning

What Exactly Is Win/Win

Selling Your Business? Find A Billion Dollar Buyer

Are You Prepared For The Next Big Thing?

Where Is Your Business – Creating Value

What Do You Do When You’re In Crisis?

Do Your Trains Run On Time?

Are You Ready To Create A Wow Experience?

Can You Explain Your Service Model?

Choice Is Good….Or, Is It?

Do You Know Where You Make Money?

Should It Be Single Payer Or Single Provider

Joining The Middle Market Is A Real Challenge

Rituals You Can Use To Achieve Extraordinary Results

Do You Have Pipeline Discipline?

Doctors Need To Prepare Before Prescribing

The Joys Of A Traditional Small Business

Are You Boring?

4 Reasons You Need To Get The Scary Things In The Open

We Don’t Live In A Zero Sum World

Are You A Micro-Business Owner?

Hunches Do Count - Creating Value

Smaller Is Better Than Big - Creating Value

It’s Not The Guns, It’s The Bullets

Are You A Solepreneur?

Who Do You Say No To? - Coaching

Value Billing Works Better With Niches

Are You Having Fun Yet?

4 Reasons No Is The Secret To Sales Success - Creating Value

7 Reasons You Need A Personal Management System

4 Reasons You Need To Share Your Vision With Your Employees

Why I Love Tribes

Do You Like To Be Challenged - Coaching

Stop Lying To Yourself

Want To Create Personal Capacity? Develop A Niche

Are You Ready To Air Your Dirty Laundry?

Managing Is Work, But It’s Not Full Time Work

Stop Doing Employee Reviews - Coaching

5 Reasons You Might Want To Leave Your Business – Exit Planning

Why I’m Not A Fan Of Grover Norquist

Why Are You Scared To Share Your Numbers?

Stop Selling And Start Listening

Don’t Computerize Your Crummy Systems

Please Stop Worrying About The Way Your Industry Is Seen.

How To Groom Your Successor – Exit Planning

What Is Your Most Important Asset And Why Should You Care?

4 Reasons You Need To Budget

You Need Win/Win Or No Deal

Why It’s So Hard To Explain What Stage 2 Does

Is A Family Bank Right For You?

Why Selling Your Small Business Is A Risky Affair

Lobbying Is Your Civic Responsibility

Do You Really Want To Finance Your Sale? – Exit Planning

Why You Might Have A Hard Time Saying No - Niche Management

6 Reasons You Need To Know About Big Rocks

When You Need A Second Set of Ears

Don’t Let Your Employees Be Confused About What You Do

Are You An Expert About You?

4 Reasons Experts Are Important In Your Life

Will Manufacturing Come Back To The U.S.?

Selling Your Business - Make Sure You Use A Checklist

2 Cool Ways To Teach Your Children Money Skills

5 Things To Think About To Make Your Business Better

Community Building and Why It’s Important for You

4 Steps To Becoming Insanely Great

5 Good Reasons To Use A Talking Stick

Do You Respect Your Employees?

Why You Should Care About A Fiduciary Standard

4 Ways We Help Specialty Manufacturers

3 Ways to Improve Your Communication with Others

Really, You Need A Platform – Creating Value

5 Business Books To Keep You Warm This Winter

How Do You Deal With Risk?

3 Ways Brian Mayne Shows His Brilliance

Admit It…..You Can’t Multi-Task

Why We All Need The Middle Class

One Reason Change Never Happens

Too Many Advisors Think Complicated Is Better Than Simple

You Really Can Admit You Can’t Do It All

Feeling Burned Out, Here Are Some Ideas For You

What’s New In Selling Your Business? - Business Exit Planning

We Don’t Need No Stinkin’ Jargon!

Curious About Phantom Stock - Learn More Here

Maybe Goals Are OK After All

The Truth Is Cash Is King

Lessons I Learned In My Writing Class

5 Keys To Hiring Great Advisors

Are You Ready To Take The Radical Leap?

Should You Pay Your Salespeople Commissions?

How To Reward The Real Job Creators

Do You Guarantee Your Work?

What I Did To Help Make My Employees Better - Creating Value

3 Things You Need To Learn About Benchmarking

5 Reasons Helping Others Adds Value To Your Life

5 Ways To Make Yourself More Referable

3 Reasons You Need A Coach In Your Life

Managers Get What They Inspect, Not Expect

It's The Second Idea That Counts

3 Steps To Becoming A Passive Owner

The Only Way To Be Great Is To Love What You Do

3 Steps To Becoming A Nicheaholic - Niche Management

Even If You Don’t Know It You Need A Mentor Board

Don’t Let Your Company Become Obsolete

4 Reasons Advisors Like Exit Planning

Being Frozen In Your Business Results In Perma-Five

Want To Be A Passive Owner? Have A Personal Management System

5 Reasons You Need To Be Operationally Irrelevant

7 TED Lectures You Need To Watch

Mission And Employee Recognition Make Your Company Better

5 Ways We’ve Made Our Objective Review Faster

7 Ways To Create Value Through Scenario Planning

I Wish My Doctors Used Checklists

Great Coaches Admit Their Mistakes

So, You Really Think Your Business Is Different?

How to Fund Your Stay Bonus

Is Vermont Being Smart Or Just Politically Correct?

3 Things Your Company Needs To Avoid While Eliminating Waste

4 Ways of Building Trust

Is An ESOP Right For You?

How The Middle Class Is Being Cheated

4 Reasons Experts Need Humility

How We Reduced Strategic Planning To 3 Hours

4 Reasons A Cash Flow Statement Is Important

What’s Your Anchor? Or, Why I have An Obsession With Alpacas

Executive Coaches Know KPI’s Are Only The Beginning

Seven Reasons Your Business Might Be Trusted

Four Reasons Companies In Trouble Stay In Trouble

4 Things That Help Apple Create Value

When You Measure It You Improve It

We All Need Great People In Our Company

Scenario Planning Allows You To Love Change

3 Scenario's In Financial Planning for Burlington, Stowe, VT

Two Words You Need To Get Rid Of

Are You Putting The Right Person In The Right Situation?

My Journey To Congruence With My Customers

There Is No Such Thing As A Prestigious Customer

7 Things You Can Do If Your Business Is Not Saleable

How We Complete A Financial Plan in 3 Hours – Financial Planning

Leadership Starts From The Top – CEO Coaching

5 Reasons You Need To Create Standards – Creating Value

How To Fix A Broken Relationship – Business Coaching

Want To Create Better Business Value? Use Scenario Planning

6 Reasons You Need To Love Numbers

The Planning Side Of Exit Planning

Help! Will I Ever Retire? A Roadmap For Micro-Businesses

Only Those Who Follow Through Are Authentic

Selling Your Company? Make Sure You Have A Stay Bonus

Why Good and Bad are Irrelevant

Three Reasons Personal Values Should Drive Your Life

How To Communicate Clearly By Using Mind Maps

3 Ways You Can Un-Motivate Your People

Are You A Visionary Or An Integrator?

When Was The Last Time You Said I Love You?

You’ve Decided to Sell Your Business, Now What? – Business Exit Planning

Working Harder Is Just Not Very Smart

It's The Journey, Not The Destination

5 Things Your Clients Need to Know for Exit Planning

At Stage 2 We Love Niches

Know When You’re Most Productive – Wealth Management

Do You Feel Like Your Being Talked At? – Wealth Management

Getting Rid Of Fear Builds A Better Life

Being Personally Responsible Makes A Better Life

It’s Not The Invention, It’s The Inventor – Creating Value

Recovery Is A Slow Process When Your World Is Turned Upside Down

Bad News Doesn’t Get Better With Age – Creating Value

Customers Should Talk With Each Other – Creating Value

Think About The 4D’s When Developing Projects – Enterprise Value

Your Employees Are Experts – Enterprise Value

Making A Peer To Peer Group Work

Changing Your Culture, Choose Your Leaders Wisely

No, you can't manage anything...experience matters

Mock Due Diligence Is A Good Step For Exit Planning

Profits Don't Create Value Learn What Does

5 Ways To Make Sure You're Not Innovative – Creating Value

Want to Succeed?...Start Small

Creating Value Means Asking More Of Ourselves

If You Don't Know Why You're In The Dark

You Better Tell Your Customers And Prospects Why You're Unique

Understanding Your Most Important Asset – Financial Planning

Slow Is Fast – Creating Value

Leaving A Legacy Or Making A Difference? – Wealth Management

3 Things You Should Do To Implement A Suggestion Program

How I Came To Write A Blog Post Per Day – Creating Value

6 Things That Makes A Great Customer

Profits Don’t Create Value – Creating Value

Do You Want A User Group Or A Client Advisory Board?

5 Questions Leads To Clarity – Wealth Management

My Second Most Painful Lesson – Don’t Lie

Microbusiness – A New Term I learned

Leading With Integrity, Authenticity, and Respect – Wealth Management

If You’re Not Unique You Better Be Cheap – Enterprise Value

Do You Think About The Past Or The Future? – Wealth Management

Do You Monetize Your Intellectual Capital?

Buyers Need To Do Due Diligence Also – Wealth Management

Don’t Let Your Customers Commoditize You – Enterprise Value

What Makes Me Unique – Creating Value

Exit Planning Is A Process And Not A Destination

You Really Do Want Confident New Employees – Enterprise Value

The 5 S’s of Lean Manufacturing – Creating Value

How Passionate Are You About Your Business? – Exit Planning

7 Rules For A Peer To Peer Group

8 Things Toyota Can Teach Us – Enterprise Value

Pillars As Part Of Mission – Wealth Management

Know The Life Strategy Of Those You Work With – Enterprise Value

Are You Curious About The World Around You? – Wealth Management

Installing A Suggestion Program – Start With Small Ideas

Should You Develop Your Weaknesses Or Strengths? – Wealth

4 Reasons Businesses Fail – Enterprise Value

Your Advisor Might Have A Dirty Secret – Wealth Management

Learning To Say No To Things We Want To Do – Mission

Your Employees Watch What You Do – Leadership

Are You An Early Adopter Or A Late Adopter

Want To Be Successful? Work With Clients You’ll Be Successful With

You Need To Keep Excess Cash Outside Your Business

Why Is It 50 Year Old Business Owners Get It? – Creating Value

What Is Lean?

Why Be A Life Long Learner? – Wealth Management

7 Books I Recommend – Creating Value

Designing A Stay Bonus

What Type Of CFO Should I Rent?

Do You Do Life Or Does Life Do You?

Want To Build Trust, Be Congruent

Is Private Equity For You?

When Selling A Wealth Management Business Is Not Selling The Business

KPI’s Lead To Higher Enterprise Value

5 Reasons a Business Should Be a Niche-aholic

Jargon, A Good Or Bad Thing?

Do You Have A Hard Time Committing?

Starting A Suggestion Program, Have A Plan

Are You A Consultant Or A Coach?

5 Reasons Rolodex Management Is Important – Enterprise Value

What I Learned From My Winter Vacation – Wealth Management

When Things Go Wrong –Taking On A Bad Customer

6 Ways To Get Great Free Or Almost Free Advice

Are You A Leader Or A Manager? – Enterprise Value

What Is Business Wealth Management?

Is There Such A Thing As A No Brainer? – Enterprise Value

Six Blogs I love

Are You In A Peer-To-Peer Group?

Working With Business Owners – You Need To Know About Qualified Plans

Thoughts On The Valuation Of Wealth Management Firms

Compromise Is Always Lose/Lose – Enterprise Value

Feeling Burned Out? Here’s Some Things That Can Help – Wealth Management

Working With Business Owners – Understanding Medical Plan Options

Five Things About Passive Ownership You Need To Know

How Advisors Can Help With Exit Planning

Stage 2 and The Objective Review

4 Reasons I Hate The Term “High Net Worth”

10 Steps To Creating A Meaningful Bonus Plan – Enterprise Value

Why KPI's Are a Key to Improving Your Company’s Performance

5 Reasons A Business Plan About Exit Planning Is Important

A Big Reason You Might Not Be Strategic – Enterprise Value

Help…My World Is Upside Down and My Brain Doesn’t Work

6 Lessons I Learned From The First Person I Fired – Enterprise Value

Key Employee Retention – Creating Enterprise Value

Five Things That Help Advisors About Exit Planning

Where Checklists Are Important

Oops, I Hired The Wrong Person – Enterprise Value

The Two Sweetest Words

3 Reasons I Dislike the Terms Entrepreneur and Small Business Owner

12 Steps To An Exit Planning Process

831(b) Captive's Can Help You Save Money - Enterprise Value

8 Ways A Financial Planner Can Help in Burlington, Stowe, Vermont

3 Things You Can Do To Improve Your Money Skills - Wealth Management

Are Business Succession Planning and Exit Planning Different?

Scarcity is Silly – Wealth

Why Are Synergy And Collaboration Dirty Words?

Feeling Down? Find A Touchstone – Wealth Management

Are All Right Brained People ADD? – Wealth Management

4 Ways To Find Great Employees – Enterprise Value

Enterprise Value – 5 Reasons Your Business Should Be Part Of You

We Need To Learn To Talk About Death – Wealth Management

What Stage Are You In? – Wealth Management

7 Things You Should Know Before Installing A Phantom Stock Plan

6 Lessons I Learned From The First Person I Fired – Enterprise Value

Over Committed? 4 Things That Can Help – Wealth Management

Is Passive Ownership Possible In A Wealth Management Firm?

Financial Independence - Retirement Planning in Vermont

Valuation and Wealth Management Firms

Are You Ambivalent About Change?

7 Things You Should Know If You’re Considering An ESOP

9 Reasons You may Need A Customer Advisor Board

Wisdom And Knowledge – Family Wealth

14 Reasons You Should Be In Your Own Business

How Often Do You Say No? – Niche Management

Why Using Deferred Comp is Crucial in Selling your Business

Creating Enterprise Value Requires Focus

Why Perturbation Is Good For You – Enterprise Value

7 Ways Passive Ownership is a Stop on the Way to Business Transition

4 Things We Can Learn From Groundhog Day – Wealth Management

In An Exit Plan Your Retirement Plan Is Key

Did You Write A New Years Resolution? – Wealth

Contractors Use Checklists, Why Not You?

4 Ways To Leave Your Business – Exit Planning

Five Reasons Mission Needs to Drive your Business

4 Things Advisors Should Be Knowledgeable On To Work With Private Business Owners

3 Things You Might Want A Rent A CFO To Do

Why One Thing Is Better Than Five Things – Wealth Management

3 Ways You Know You Have A Great Client

5 Ways To Improve Your Communication Skills

Why Business Exit Planning is Important

Why a Stay Bonus is so Important

Can You Motivate Anyone?

10 Ways To Build Enterprise Value Through Continuous Improvement

4 Things A Stay Bonus Can Be Used For

4 Reasons 'Why' And Niche Management Go Together

Collaboration, Cooperation and Coercion

Sometimes It’s Better To Lose Gracefully - Enterprise Value

Should You Concentrate On What, Why Or How? - Wealth

Legacies Come From Clarity And Purpose - Wealth

Dreaming Helps With Wealth Management

Tactical Excellence Before Strategic Concentration - enterprise value

It’s All About Extraordinary Service – Enterprise Value

Is Long-Term Planning Worthwhile – Enterprise Value

Asking Questions – What I Learned From Cancer Treatment

KPI’s Should Be Strategic…..Not Tactical

Enterprise Value – Is Your Business Sale Ready?

Want To Build Enterprise Value? Take Small Steps

Yes, Passive Ownership Is A Good Option

You Always Have A Choice – Lessons I’ve Learned

Changes Can Be Caused BY Or Cause Financial Change

How We Got Here By Rob Slee - Credit Crisis

Legacy Planning And The Private Business Owner

4 Reasons We Should Not Be In The Convincing Business – Collaboration

Collaboration Always Starts With Clients

10 Reasons We Like Change

Perma-Five…..Why You Just Might Be Stuck

4 Reasons You Need Specialists And Generalists In Your Life

The Best Advice I Ever Got – Communication Skills

Blame The System, Not The Employee – Enterprise Value

Do We Really Have A Credit Crisis? – Enterprise Value

Stop Thinking About Selling Your Practice

All Engagements Can Be Collaborative

Some Thoughts On Mastery – Wealth

Why The Business Owner Trusted Advisor Isn’t Who You Think It Is

What Is Strategic Marketing And Why Should You Care?

5 Things That Making Your Life Better Means – Wealth Management

Tag Lines Are Not Mission Statements

A Poem That Has Been A Guiding Light For Me – Commitment

Referrals Are All About Context - Enterprise Value

4 Influences of wealth management in Burlington, Stowe, VT

Is Selling to Your Managers a Good Exit Strategy?

Mind Maps Allow Clients To See and Feel Plan Suggestions

Burned Buscuits, A Parable – Wealth Management

3 Reasons You Need To Answer Your Phone – Enterprise Value

Our Clients Live In A Micro Economy

Mission Should Precede What, Why And How

Remember To Ask Why? – Wealth Management

4 Lessons I Learned From The Vending Business

Tribal Leadership Is About We and Not Me

4 Reasons Most Musical Groups Don’t Get It

Exit Planning Needs To Be Part Of A Wealth Management Process

Entitlement And Financial Planning

5 Lessons From Murphy And Oscar - Dogs

Building A Business To Sell Gives You Options – Exit Planning

5 Non-Economic Key Employee Retention Strategies

Two Reasons The Economy Is Not Likely To Rebound Soon

What Is A Long Tail Event? - Wealth Management

4 Things I Appreciate About My Sister

Business Exit Planning.....Perma-five and How to Avoid It

4 Reasons You Want To Keep Your Skills Current

Wealth Management Starts With Client Leadership

3 Things You Should Know About Obama Care Tax Planning

5 Lessons I Learned From My Mother - Family Wealth

Mind Maps And The Client Experience

5 Reasons Monetizing Intellectual Property Is Important

Areas Where Sudden Money® Might Affect Your Life

6 Reasons Business Owners Don’t Do ESOP’s

4 Lessons My Wife Taught Me

Are You Facing Decision Fatigue?

4 Ways Of Increasing The Value Of Your Wealth Management Firm

Is Cheating Out Of Control? - Wealth

You’re Only One Phone Call From Disaster - Wealth Management

3 Lessons My Children Taught Me - Wealth Management

Moving From Operational Irrelevance To Ex-Owner

Does Language Matter In Creating Enterprise Value?

Passive Ownership Is For Those Who Can’t Sell Today

My Personal Take On Investment Management

4 Lessons I learned From My Father

Some Thoughts On The Great Vermont Flood Of 2011

4 Reasons You Don’t Want To Be An Entrepreneur

6 Reasons Why Passive Ownership Makes Sense

4 Reasons Outside Money Managers Might Be Important

An Objective Review Requires Focus – Strategic Planning

Finding The Holy Grail For Niche Planning

When A Niche Is Not A Niche

Earnouts Don’t Make Sense As Part Of An Business Exit Plan

4 Solutions For Our National Debt Problem – Wealth Management

Are We In Another Recession - Wealth Management

Your Exit Planning Strategy Is Likely Obvious

3 Reasons Exit Planning Is Silly

Why Wealth Management Is About Personal Capacity

How To Develop A Niche Through Strategic Marketing

Real Estate Might Be Your Most Important Asset – Enterprise Value

Do Business Owners Get Smarter At 50? – Enterprise Value

Business Exit Planning Is About Flexibility

5 Things To Do To Really P... Off Your Customers

It’s Not About Exit Planning, It’s About Life Cycle Planning

Using DISC And Kolbe To Build Great Teams

Niche Planning... Five Things You Need For Success

6 Things To Think About While Instituting A KPI Program

4 Ways To Create Enterprise Value In A Wealth Management Firm

Three Uses Of An 831(b) Captive Insurance Company

Some Ideas About End Of Life – Wealth Management

Business Exit Planning And Key Performance Indicators

An Easy Way To Make Sure Collaboration Happens

You Need A Process For Taking Money Out Of Your Company – Wealth Management

Do You Start With Why Or Start With What? – Wealth Management

5 Reasons You Might Be Burned Out – Unique Ability

5 Ways Your Children Can Become Financially Independent – Wealth Management

Some Great Summer Business Reads

3 Reasons I Think History Is More Important Than Economics

4 Reasons Baby Boomers May Not Want To Retire - Financial Planning

8 Reasons Passive Ownership Might Not Make Sense

Combine An 831(b) Captive With Medical Insurance?

My Pet Peeves Around Business Exit Planning

5 Things You Need To Do For Key Employee Retention

Why Renting A CFO Makes Sense For Private Business Owners

The 4 Boxes Of Financial Independence - Retirement Planning

Is Having A Lifestyle Business A Bad Thing?

3 Ways To Think About Legacy In Your Business - Exit Planning

Using An 831 (b) Captive As Part Of Your Business Exit Strategy

Increase The Value Of Your Financial Advisor in Burlington , Stowe, VT

Passive Ownership Comes From Business Relationship Management

5 Reasons You Need To Be A Niche-Aholic

401 (k) Plans, What Every Advisor Needs To Know

Bucket Planning & Retirement Planning in Burlington, Stowe, VT

Four Mistakes That Are Made Around Mission, Vision, Values, And Goals

5 Reasons Cash Flow Statements Are Important - KPI

4 Reasons Exit Planning Professionals Are Important

Outsource For Success by using a Rent a CFO

4 Things About Success That Make For A Great Life Mission

Why Do We Allow Public Companies To Steal From Their Shareholders?

Keeping Our Best And Brightest From Wall Street – Wealth Management

Some Thoughts On Cancer And My Life - Personal Wealth

Where Are The Elders And People Who Care In Public Companies?

4 Reasons Investment Banks Should Still Be Partnerships - Wealth Management

Will We Ever Understand How Important Private Business Is? – Part One

I Hate Double Dipping Business Brokers - Exit Planning

4 Things To Think About When Starting A Business Transition Process

Choosing A Financial Professional - Financial Planning

The Dark Side Of Passive Ownership

Sudden Money™ Exists In The Strangest Places

3 Reasons You Might Want To Control Your Life

3 Reasons To Use Term Insurance in Burlington, Stowe, VT

Our Children Need To Learn To Lose - Entitlement

5 Ways To Break Down Your Silo's - KPI

5 Things To Think About With An ESOP - Exit Planning

Financial Planning, Keeping it Simple in Burlington, Stowe, VT

7 Reasons A Rent A CFO (Chief Financial Officer) Might Make Sense

7 Reasons Business Relationship Management Is Important

3 Reasons Financial Service Firms Should Use A Controlled Auction - Exit Planning

4 Ways To Manage Your Relationship With Your Business - Enterprise Value

5 Reasons A Stay Bonus Is Really Important In A Disaster Plan

Immeditate Annuities Can Provide A Source of Lifetime Income

4 Reasons You Want to Use Mind Maps To Illustrate Company Plans

4 Rules You Should Have For Children Joining The Business

4 Reasons Controlled Auctions Are An Important Part Of Exit Planning

4 Reasons You Might Want To Retire From Your Present Job

4 Reasons That Rent A CMO Makes Sense - Enterprise Value

Why Four Percent - Retirement Planning

5 Ways You Know A Mission Statement Is A Good One

Why Aren't You Maxing Out Your 401(k)? - Retirement Planning

4 Benefits Philanthropic Activity Can Provide - Legacy Planning

4 Things An Early Mentor Taught Me

5 Things I Know About Working With Clients on Wealth Management

It’s Not About Exit Planning, It’s About Business Lifecycle Planning

Should I Give My People Stock In My Company? - Exit Planning

Morality And Public Companies, Do They Exist?

5 Reasons Why Asking Questions Leads To A Better Financial Plan

Long Term Care in the real world…illusion vs. reality

4 Things About Success That Make For A Great Life Mission

4 Things Sudden Money® Can Do To Business Owners

Outsource For Success With Renting A CFO

Focus, One Thing At A Time Improves Enterprise Value

4 Ways Experience And Mastery Help You Achieve Your Goals

9 Things You Can Do In Your Company To Promote Great Niches

5 Reasons KPI’s, Drivers And Mission Statement All Work Together

Is A Family Or Personal Mission Statement Important?

Mind Maps Allow Clients To See and Feel Plan Suggestions

Investment Behavior and Alternative Investments

Business exit planning – perma-five and how to avoid it

Some Thoughts About Wealth Management

7 Things To Think About With Your Retirement Plan

Why you need 3 mission statements in your life

3 problems that entitlement can cause

4 ways to prevent shirtsleeves to shirtsleeves in family business

Enterprise value – 5 reasons your business should be part of you

5 things you need to do to build a great mission statement

Wealth Management - 6 Ways An Inheritance Can Change Your Life

6 things an alternative investment manager can do

Managing your business relationship is key to passive ownership

Philanthropic planning and money skills do go together

How do you become operationally irrelevant?

Perma-five and financial planning

I love the concept of “slow sales”

5 reasons KPI’s and mission work together

5 reasons why Life Insurance in VT should be held outside the business

8 things that can impact your relationship to your finances

Is long term care insurance a good thing to buy today?

Some very cool tax benefits for the next two years

Is there such a thing as guaranteed investments?

Legacy planning - boomerang children can throw parents a curve

5 things to think about when considering an ESOP for exit planning

Why I think alternative investments make sense

Exit Planning – Make it pre-tax for success

How key performance indicators can be used on a personal basis

5 reasons for a life insurance review in Burlington,Stowe, VT

What exactly is wealth management?

Family business transition and philanthropy, a great place to start

Immediate annuities can provide a source of lifetime income

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