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Value Creation Blog

4 Reasons You Need Goals – Wealth Management in Vermont

wealth management vtI’ll admit that I’m not a big fan of goal setting. I don’t like to do it and I don’t like to monitor them. At the same time I know that if I don’t set goals I’ll just chase my tail and get nothing useful done.

Does this sound familiar to you? You know you should set goals, you’ve been taught that without goals you don’t know where you’re going, and yet, you just never seem to get around to setting them.

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Topics: mission vision values and goals, financial planning, wealth management, roles, asking why, stage 3,, stage 2,


8 Things I Do For Clients

JP_Full_SizedI have a dilemma. My dilemma is to explain what it actually is I do for you. I was recently speaking with a client and explained my problem to him. His comment was I do different things for different people so it might be impossible to explain what it is that I do. He makes a good point. I’m still going to try to explain what it is that I do.

I’m not for everyone.

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Topics: mission vision values and goals, value creation, communication


Have You Made A Mistake Today - Op Ed

Learn-from-MistakesIf you’ve read this blog for any period of time you know that I’m a big fan of mistakes. Sometimes people misinterpret what that means.

I love mistakes only under one circumstance: That you get to learn something and the mistake doesn’t put you in personal or financial risk.

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Topics: mission vision values and goals, value creation, communication


You Need To Answer This Question

whyDan Sullivan has a question he calls his R2 question.  It goes like this, “If we were to get together three, five, or ten years from now, what would have had to have happened for you to feel like you’ve been successful?”  I want you to stop reading right now, take out a pen and answer this question.

Are you done yet?  What did you learn?

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Topics: mission vision values and goals, value creation, asking why


6 Reasons You Need Generalists In Your Life

generalist specialist resized 600I recently had the pleasure of attending John A. Warnick’s Purposeful Planning Rendezvous meeting.  This is an interdisciplinary meeting of people who consider themselves generalists in the world of planning.  The keynote speaker for this event was James Hughes.  He is one of the most impressive speakers I’ve ever seen.  The topic of his talk was the Role of the Secular Priest. 

During the talk he spent lots of time comparing generalists to experts.  His conclusion and mine are very similar.  We need both types of people, and at the same time without generalists it’s much more difficult for a plan to come together.

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Topics: business coaching, mission vision values and goals, value creation


Silo’s Are Evil

OpsSilo resized 600One of the worst things you can have in your company is what I call “silo thinking”.  This is where your people are concerned about what’s going on in their department and don’t really care what’s going on in other parts of the company.

What causes silo thinking?

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Topics: mission vision values and goals, value creation, trust


Nothing Worth Doing Is Easy

some assembly required resized 600I know that you know this on least at some level.  Then why is it that we want to always find the easy way of doing something?

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Topics: mission vision values and goals, personal value, asking why


10 Things To Do Before Starting A Business

open resized 600One of the most asked questions I have from business startups is, “What should I concentrate on first?”  My answer is usually is drawn from one of these 10 things.  The list is in no particular order.  Choose which one you want to start with, but make sure you at least think about all ten.

Make sure your business is about something you love.

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Topics: business coaching, mission vision values and goals, value creation


How To Hire The Best

ambition resized 600Hiring people is always a challenge.  When you’re looking for someone to help move your company forward you’re likely to be presented with a dilemma:  Is it ability or ambition that’s most important?

If you believe modern culture, it’s all about ability.  Those with natural talent always win the race.  I’m not sure that belief is true.  I’ve met lots of people with tons of ability.  Many of these people haven’t done an awful lot with their life.

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Topics: business coaching, mission vision values and goals, unique ability


What Does Your Office Say About You?

Comfortable waiting room resized 600I have a few questions for you about your office.  Not just your own personal office but your office in general.  Most of the time our offices or workplaces are representative of who we are as people.  I bet this is true for you.  If you own the company you’re going to want to think a little deeper about what your office represents.

What do you want your office to say?

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Topics: business coaching, mission vision values and goals, value creation


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