Below we've listed an index to several topics we write about in this blog.  We've grouped the index by popular topics and have individual entries below.  If you enjoy our blog, please sign up to have our entries emailed to you as they're posted.  You can sign up on with the form on the right.

Lessons I've learned from my father - 4 Lessons that I learned from my father.

Lessons I've learned from my children - 3 Lessons that I learned from my children.

Lessons I've learned from my wife - 4 Lessons that I learned from my wife.

Lessons I've learned from my mother - 5 Lessons I've learned from my mother.

Lessons I've learned from Cancer - 5 Lessons I've learned from my bout with cancer.

A Poem that's been a guiding light for me - This poem has hung over my desk for over 30 years.  Whatever you dream you can create, it's really true.

Six reasons business owners don't do ESOP's - A discussion on why many business owner choose to not do ESOP's as an exit from their business.

You're only one phone call away from disaster - Learn why you might only be one phone call from disaster.  Have a disaster plan in place.

Why passive ownership makes sense  - Learn why passive ownership could be an important step for those who own their own business.

How to develop a niche - Strategic marketing is all about developing and managing niches.  Learn some of the basics here.

Rules you should have for your children joining your business - Here are four rules we think are really important to follow before having your children join your business.

Mission should proceed what, why and how - Before taking action what, why and how are important.  But, before doing anything have a clear mission is the first step.

5 non-economic key employee retention strategies - 5 Things you can do to retain your most important people that does not invlove how much they get paid.

Why Checklists are important - Checklists will help you be more productive and make less mistakes.  They also help with developing a collaborative structure in your organization.

Five things to think about with an ESOP - If you're considering an ESOP as an exit plan here are some things you might want to think about.

Your exit planning strategy is likely obvious - Most people have an obvious way they're going to leave their business.  Read why knowing which one is yours might save you a lot of time and money.

Business exit planning and key performance indicators - Understanding what drives your business helps when it comes time to find another owner to take over the reins.

4 Reasons controlled auctions are an important part of exit planning - If you sell your business to a third party understanding and using a controlled auction is an important part of the process.

Business exit planning is about flexibility - If you're going to leave your business there will be bumps along the way.  Being flexible in the process will help you get a better outcome.

All engagements can be collaborative - Collaboration can be expensive.  At the same time we can always collaborate with our clients.

4 things you should know about your mission statement - Everyone should have a mission statement.  Learn some easy things that will help you design a better statement.

Mind maps allow clients to see and feel plan suggestions - Find out why we use mind maps to communicate complicated processes.

Financial planning does not have to be complicated - The financial planning process is often made more complicated than it needs to be.  Learn why we think it should be simpler.

4 reasons bucket planning is good for retirement planning - Bucket planning allows you to segregate your assets for different uses.  Learn why this can be a good idea for you.

4 reasons baby boomers may not want to retire - Baby boomers have changed how people deal with the world.  They might not want to retire, learn why.

Wealth Management Starts With Client Leadership - Clients need to lead in a realtionship with their advisors.  This entry talks about why that's important.

Influence is more important than persuasion - Influence is used to help people make decisions.  Persuasion is used when getting people to do things.  We believe influence is good and persuasion not so much.