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Value Creation Blog

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

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Topics: value creation, business relationship management, unique ability, collaboration


6 Things That Makes A Great Customer

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Topics: advisor to advisor, business relationship management, Client Experience, trust, collaboration with clients


My Second Most Painful Lesson – Don’t Lie

Tell the truth Trust is something that often takes a long time to earn and seconds to lose.  When I was twenty-four years old I had a lesson where I learned this in a most painful way.

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Topics: business relationship management, lessons learned, trust, learning experiences


Leading With Integrity, Authenticity, and Respect – Wealth Management

Integrity Conversation Heart I often think about what makes for a great relationship both in business and in our personal lives.  How we present ourselves and how we expect others to present themselves is what makes relationships work and not work.

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Topics: communication, business relationship management, trust, unique ability


7 Rules For A Peer To Peer Group

peer to peer group resized 600 One of the most valuable things that I’ve ever done is participating in several peer-to-peer groups during my business career.  A peer-to-peer group is one where a group of business owners get together and discuss, comment on and help other members of the group make their businesses better.

Click here for our special report on our periodic table of business elements.

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Topics: for business owners, value creation, business relationship management, trust


Your Advisor Might Have A Dirty Secret – Wealth Management

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Topics: client control, for business owners, wealth management, business relationship management, trust


Want To Build Trust, Be Congruent

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Topics: communication, business relationship management, relationship, roles, trust


5 Reasons Rolodex Management Is Important – Enterprise Value

RolodexIn the world I work in there are several areas where I consider myself an “expert”.  By expert I mean I’ve had lots of experience in both understanding and implementing particular areas we work with clients in.  When presented the opportunity I will provide clients my advice and help them implement strategies and tactics as it becomes appropriate.

At the same time there is a huge area that I’m aware of things that can be done, but would not consider myself an expert.  I’ve been reading over fifty books a year for thirty-five years.  About 70% of these are on various business issues so that means I’ve read about 1,200 business books over this time frame.

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Topics: business relationship management, enterprise value, collaboration, Customer Service


Compromise Is Always Lose/Lose – Enterprise Value

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Topics: people in transition, business relationship management, enterprise value, collaboration


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

hiring for unique abilites I was 24 years old and had just joined my father's company.  He owned a vending and food service company.  I was in training to be a new supervisor.

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Topics: systems, for business owners, business relationship management, enterprise value, trust


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