This is a fundamental question because at the core of every successful business is the need for clients to make decisions to work with us and buy our product or service. That said – decisions are difficult and getting more difficult every day. The chief culprit of this in western civilization is...

STOP trying to patch holes in your practice – there are no magic bullets. START with the end in mind. Step back and envision what your business will look like in 3-5 years then build a plan, find the right partners to make it happen. Makeover your business and never look back! DO YOU HAVE THE RIGHT...

Advisor at Risk: A Roadmap to Protecting your Business is the new book by Ellen Bessner, a lawyer with over 15 years’ experience defending investment advisors, financial advisors, insurance agents and brokers, their supervisors, and the companies through which they are registered. Advisor at Risk is a...

Are you caught in the busy trap? Do you wonder, at the end of the day, what you actually got accomplished? You know you were mega busy and worked harder than those around you. You may have even checked off a couple of items from your to do list; even the ones you wrote down after you completed the task....

1. Help Clarify Vision, Values and Goals A well articulated vision based on ones values an goals is an absolute must to achieve long term success. Most successful business owners obtain the benefit of counsel in developing, articulating and pursuing their vision. It’s a significant step towards achieving...

Inc. magazine asked Jim Collins, author of Good to Great and Built to Last, what we might expect in the next 30 years. His answer: uncertainty, chaos, turbulence, and risk. In other words, it’s not a bad time to be an entrepreneur. Below are some excerpts that will give you some idea of what the times...

As a business planning and marketing company we frequently get the question about measuring return on investment for branding. On the surface, it sounds like a relatively simple question and as such, one would expect it should receive a relatively simple answer. Unfortunately, no simple answer exists. The...