02 Jul 2015

Posted at 10:47h in The Friday Brief by
A couple of weeks ago our bank sent a book to me called "The One Thing (The Surprisingly Simple Truth Behind Extraordinary Results)" by Gary Keller. Turns out our bank, the Bank of America, did ONE Thing to improve our partnership - they gave me a book, a simple, yet profound book that teaches the reader to ask powerful questions in the context of their lives and businesses that can be life-changing.

19 Jun 2015

Posted at 14:32h in The Friday Brief by

Practically speaking, the odds of Greece meeting its bailout obligations to the European Union and its credit demands of the IMF and other creditors by June 30th are close to nil. Odds are just as small that enough patience exists on the part of EU...

12 Jun 2015

Posted at 10:21h in The Friday Brief by
We are big fans of Seth Godin at Beacon. As a marketing genius, his focus is centered in that industry, but many of his writings are much more broadly applicable. Not long ago a friend and client asked us to review an indexed life insurance product that his buddy, we'll call him Bob, was near zealous over. Bob was so enamored with the promises of the insurance policy that he was even considering changing careers to sell it. A change of some kind was forced on him because he had just been laid off at 50 from a high-level executive position with a major pharmaceutical firm.