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.

Have you ever thought that it would be nice to know a little more about the people who write blogs you read?  The purpose of our Friday Op Ed Blogs is to help you get a glimpse behind the curtain.  Josh Patrick, the author of this series lets you see his thoughts about business, life and what makes for a good life.  We encourage you to communicate with Josh via email let him know your opinion on topics he writes about.

You better tell your customers and prospects why you're unique.  If the people you work with and the people you want to work with don't know why you're unique, they won't even consider you much less work with you.

A poem that has been a guiding light for me.  This poem has sat over my desk for over twenty-five years.  I read it at least once a week for guidance and hope.

Is cheating out of control.  We need to stop short term thinking and develop a habit of long term thinking.

So you start with why or start with what?  Making good decisions is all about understanding why something is important before taking action.

How the middle class is being cheated.  Corporate executives are fleecing their companies.  We can change this, but we need different laws in place.

When was the last time you said I love you?  We all spend too much time avoiding this word.  We don't want the last time we said, "I love you" to be too late.

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.

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.