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Value Creation Blog

5 Keys To Hiring Great Advisors

bad advisorIf you own a business you need to have method for identifying, hiring, and supervising professional advisors you hire. I believe the following points are important.

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Topics: business coaching, for business owners, value creation, advisors, value enhancement

Being Personally Responsible Makes A Better Life

Cartoon Personal ResponsibilityI’ve had a principle I’ve used for the past 40 years.  I pretend I’m personally responsible for everything that happens in my life.  There are obviously things that happen that I don’t control.  At the same time I’ve found that if I pretend I could have influence over these events I’ll think about them differently.

Being responsible means I’ll learn more.  If I’m responsible for what happens in my life it’s very difficult for me to be angry with others when things go wrong.  It’s not their fault and sometimes it’s not even my fault.  If I’m responsible I get to ask the question, “What did I learn?”  It’s the answer to this question that helps me keep moving forward.

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Topics: value creation, Personal Responsibility, learning experiences, value enhancement, Change

5 Questions Leads To Clarity – Wealth Management


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Topics: value creation, communication, wealth management, asking why, value enhancement

5 Reasons a Business Should Be a Niche-aholic

niche marketingI admit it, I’m a niche-aholic.  When I think about business I’m always thinking about developing a niche or working within a niche.  I’ve learned that when a business stays within a niche they’ve developed they often outperform those that don’t.

A niche is not a market segment.  For example, if you’re in the financial services business and you say your niche is someone who has $500,000 in investable assets, you have no niche.  What you have is a market segment.  If instead you said that my niche is someone who is 55 years old and has worked in a particular industry at a particular group of companies, you now have a niche.

When you describe to others what your niche is they will immediately understand what you’re talking about.  Some of the benefits you get from understanding and staying with a niche are:

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Topics: value creation, niche business, value enhancement, niche management, niche

6 Ways To Get Great Free Or Almost Free Advice

Free AdviceIf you’re going to build a great business you will have learned better ways of doing things.  I find that those who are curious have a much better chance of success than those that believe education stops when you leave formal education.

Here are some ways that I’ve learned to learn new things that are either free or cost very little:

Find a little known author you like and give them a call.  I often have very interesting conversations with authors who are not best sellers, but have written books I find very interesting.  Often these calls turn into friendships that have ongoing conversations where I get to learn from an expert.

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Topics: for business owners, value creation, communication, value enhancement

A Poem That Has Been A Guiding Light For Me – Commitment

CommitmentIn the early 80’s I took a variety of seminars that helped me smooth out some of my rough edges.  These programs helped me realize there is more in the world than me.  One of the best was a program that was put together by Marshall Thurber called Money and You.

In this program Marshall introduced a poem that has been above my desk for almost thirty years.  I look at and read this poem at least once a week.  Every time I read it I’m reminded that starting is often the most important ingredient in success.

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Topics: value creation, wealth management, business relationship management, value enhancement, commitment, collaboration

4 Lessons I Learned From The Vending Business

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Topics: value creation, wealth management, enterprise value, lessons learned, value enhancement

5 Reasons Monetizing Intellectual Property Is Important

Intellectual PropertyOne of the least understood assets you have is the intellectual property that lives in your business and mind.  When we as advisors help our business owner clients not only understand, but also monetize their intellectual property we provide a great service they rarely get anywhere else.

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Topics: value creation, wealth management, enterprise value, value enhancement, intellectual property

Areas Where Sudden Money® Might Affect Your Life

sudden money managing financial windfall mary martin hardcover cover artSandie Maynard and I recently attended our certification program for Sudden Money®.  We spent two days working with others in our profession who realize that this is an issue where financial planners and financial planning plays a very important role.

Most of us will face transitions and many of these transitions cause significant changes in our life.  Susan Bradley the founder and elder of The Sudden Money Institute® has a saying I really like.

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Topics: value creation, wealth management, value enhancement, sudden money

Are You Facing Decision Fatigue?

MissionWhat do you want to do?  It’s one of the questions that we hear several times a day.  I think many people are tired, tired of having to make decisions about what they want to do.

Have you ever had the experience where you wish someone would just take over and make a decision for you?  Does it seem that we’re having so many choices that making a decision becomes a huge chore?

I believe that part of the problem we have with making decisions is that we’re not sure how the decisions we’re making fit in with our lives.  We haven’t done a good job of answering what’s important and why it’s important.

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

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