Blogs about: For Business Advisors
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Taking advantage of your unique abilities
Everyone has a unique ability. Most of us have more than one. The problem we have is that often we spend our time on doing things we are competent at, but not a star. And, if we could spend more time … more →
Stage 2 Solution
Taking advantage of your unique abilities
stage2 wrote 20 hours ago: Everyone has a unique ability. Most of us have more than one. The problem we have is that often we s … more →
Tactical versus Strategic planning
stage2 wrote 1 week ago: For years I’ve been working with private business owners helping them work through their fina … more →
Marketing = Strategy......Sales = Activity
stage2 wrote 3 weeks ago: I’m constantly amazed at the amount of companies that confuse sales activities and marketing … more →
When collaboration becomes really important
stage2 wrote 1 year ago: I’m about to head into a vortex where collaboration is going to be really important. Unfortunately, … more →
Philanthropy and the third generation
stage2 wrote 1 year ago: I had the opportunity to talk with a TEC group in Michigan last week. During the workshop, we got in … more →
We all need a Dr. House
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stage2 wrote 1 year ago: Last week I had an interesting health experience. On Monday night I thought I was having a heart att … more →
The psychosis of selling a business
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stage2 wrote 1 year ago: It seems that when a business owner decides to sell a business that a certain amount of psychosis ac … more →
Are your Clients ready for collaboration?
stage2 wrote 1 year ago: While I was writing my last post on advisors and the different levels of cooperation exist I started … more →
Box Management
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stage2 wrote 1 year ago: I’ve been thinking about the concept of box management as it relates to how our Clients think about … more →
Collaboration, Cooperation or Coercion - which is right for you?
stage2 wrote 1 year ago: I recently attended a program put on by the Sudden Money Institute. The topic was collaboration and … more →
Unbundling fees
stage2 wrote 1 year ago: I’ve been having a dilemma for the past several months. We’ve been making presentation … more →
Pre planning really is important
stage2 wrote 1 year ago: I just finished doing some writing for Susan Bradley’s new book on Sudden Money. I’m co … more →
Value is in the eye of the beholder
stage2 wrote 1 year ago: I’m in the process of evaluating the fee structure in our firm again. I keep thinking about th … more →
Valuing what we provide
stage2 wrote 1 year ago: I’ve been thinking about the value of the services that we provide our Customers, especially f … more →
Peer to peer groups
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stage2 wrote 1 year ago: During my last post I was talking about study groups and how they can be used as a platform for deve … more →
Another idea for captive insurance companies
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stage2 wrote 1 year ago: One of the important things to consider when forming a captive insurance company is how the captive … more →
Bite size
stage2 wrote 1 year ago: I have been getting more involved in networking as a way to raise awareness of the many products tha … more →
More thoughts on ESOP Trusts
stage2 wrote 1 year ago: I’ve been having a very interesting email exchange with Corey Rosen from the National Center for Emp … more →
Some thoughts on ESOP's
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stage2 wrote 1 year ago: I’ve been thinking about ESOP’s and their use in the private business world for the past … more →
