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Value Creation Blog

5 Ways You Know A Mission Statement Is A Good One

Mission StatementI’m a big fan of mission statements.  I’ve written extensively about how to write a plan but haven’t spent a great deal of time talking about how you know your mission statement is any good.

I sometimes get into a conversation with others about whether a mission statement is actually a tag line.  They both are about the same length, but one sets the tone for a company, a family or an individual and the other is just a vague idea.  Tag lines can’t be answered with a yes or no, but mission statements can.

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Topics: mission vision values and goals, value creation, wealth management, value enhancement, Mission statement


4 Things About Success That Make For A Great Life Mission

Managing your reltionshipI’ve been reading a fair amount recently on whether successful people are successful because they had circumstances that helped them, are stars and have more talent than anyone else or have a mindset that allows them to learn, make mistakes and go on.  Each author seems to think that their own theory on success is the only one that gets results.

Those who think that talent is all would think that we are just lucky to be on earth with the truly talented.  Those who think success is around facts and circumstances would say that without those who came before and situations that one is in, success would be very difficult.  Finally, we have those who believe that real success only comes from those who have a mindset of learning, getting better and experimenting.

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Topics: mission vision values and goals, value creation, financial planning, value enhancement, Mission statement


4 Ways Experience And Mastery Help You Achieve Your Goals

MasteryOne of my favorite authors is Malcolm Gladwell.  In his book Outliers he talks about what it takes to achieve mastery.   Gladwell says that it takes 10,000 hours of discrete practice to achieve mastery in any subject.  I would agree with this.

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Topics: mission vision values and goals, wealth management, Mission statement, niche management


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

Stage 2I’ve been reading a bit about how companies and their employees lose focus on what they’re supposed to be doing.  The writers were lamenting that silos exist and getting people to talk across silos is a difficult task.  I agree, it is a difficult, but not impossible task.

When one thinks about breaking down silos we have to ask the question why these silos exist in the first place.  For many it’s because individual functions become more important than the companies purpose.  For others, its just inertia and no one has pointed out a better way,

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Topics: mission vision values and goals, enterprise value, Mission statement, Key Performance Indicators (KPI)


Is A Family Or Personal Mission Statement Important?

Mission StatementI spend a lot of time working on corporate mission statements.  My rules are very simple for a corporate statement.  The statement must be short (no more than seven to ten words), be integrated in everything the company does and describe the overarching function of the company.  For example, our firm’s mission statement is to help make our Clients lives better.

This brings me to the following question; is it important for a family and an individual to also have a mission statement?  For me, the answer on the personal front is an absolute yes.  And, if we’re going to have a cohesive family the answer for a family mission statement is also a yes.

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Topics: mission vision values and goals, wealth management, Mission statement, estate planning


Why you need 3 mission statements in your life

mission statementI’m a big fan of mission statements.  For me, they are the starting place in making sure I’m doing the right thing in my life and in my business.

Most mission statements I read are too long and don’t have any real daily relevance in how one lives their life or runs their business.  It’s the short statements that help provide direction that a mission statement should have.

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Topics: mission vision values and goals, value creation, financial planning, value enhancement, Mission statement


4 ways to prevent shirtsleeves to shirtsleeves in family business

shirtsleeves to shirtsleevesMany of us have heard the saying shirtsleeves to shirtsleeves in three generations. This is where the first generation builds wealth, the second generation expands the wealth and the third generation spends the wealth and has to start over again.
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Topics: mission vision values and goals, business relationship management, business exit planning, family business transition, Mission statement, succession planning


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

mission statementI often see articles on mission statements and have come to believe that most times these articles miss the point.  A mission statement tells those around you what’s important in your business and your life.

In your personal life your mission statement should be communicated to your family and good friends.  In your business a mission statement should be known and integrated in everything your company does.

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Topics: mission vision values and goals, financial planning, wealth management, enterprise value, Mission statement


I love the concept of “slow sales”

slow sales, vermont wealth management, vermont financial planningI just read a blog entry in Inc. Magazine’s web site that talks about the concept of “slow sales”.  I think I’m in love with this term.

What does slow sales mean?  First, it means the Customer or Client stays in control of the process.  Second, it means that the sales process is probably going to move along at a relatively slow rate. 

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Topics: mission vision values and goals, financial planning, wealth management, Mission statement


5 reasons KPI’s and mission work together

Stage 2I’ve been reading a bit about how companies and their employees lose focus on what they’re supposed to be doing.  The writers were lamenting that silos exist and getting people to talk across silos is a difficult task.  I agree, it is a difficult, but not impossible task.

When one thinks about breaking down silos we have to ask the question why these silos exist in the first place.  For many it’s because individual functions become more important than the companies purpose.  For others, its just inertia and no one has pointed out a better way,

Continue Reading

Topics: mission vision values and goals, wealth management, exit planning, business exit planning, Mission statement, Key Performance Indicators (KPI), KPI


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