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January 17, 2018

This January, I am doing an online 30-day personal development program. One of the first things we addressed was health and fitness. The instructor pointed out that health and fitness is conceptually easy: exercise more and eat healthier. The challenge is in our motiva...

December 8, 2017

A few days ago, I heard an advertisement for bail bonds on the radio. While I am not sure what radio station I was listening to at the time, I would expect that only a very small percent of people listening were in need of bail bonds or would be at some point in the ne...

October 25, 2017

Next week, two of my nephews have birthdays. They live in Kentucky, so we do not get to see them too often. That makes me want to get them something special, while at the same time, I do not really have a lot of insight into their current interests or wants.

What should...

September 27, 2017

Last Friday, we went to the U2 concert at Qualcomm Stadium. And as my wife said, “We are the demographic.” Most of of the concert goers were in their 40s or 50s, and some of them had children in tow like we did. We even ran into some old friends in the next section.

The...

September 20, 2017

Last week, I was talking with a prospective client about their marketing efforts. They offer a service targeted at business executives. And they assured me that they had LinkedIn, Facebook and Twitter covered.

My question was why were they putting effort into social med...

September 1, 2017

These past 12 days in Germany, we experienced a lot: castles, museums, towns that had not changed much since the 1500s, and visiting with friends. It was a great trip. However, one of the fun things we found were the translations.

In some restaurants, their menus includ...

August 23, 2017

On Sunday, I arrived in Germany with my family. This is my fourth trip to Germany, including a 3-month internship in 1991 (while I was still in college). I speak enough German to get by and am familiar with the culture and interactions.

While I don’t turn down anyone wh...

August 16, 2017

I just got off the phone with a prospect. This was the second time we had talked, and I knew from the start that she was unlikely to become a client (any time soon). She is just getting her business started and is still trying to fit all of the pieces together. So, we...

August 2, 2017

If you have kids who will be heading to college soon and you are interviewing financial planners, which response would be more appealing when you ask “why should I work with you?”
 

  1. We provide great customer service and build a plan customized to your family.
     

  2. ...

July 26, 2017

In the internet age, it is easy to get caught up in wanting to the do the latest and greatest thing for marketing. Compared with Instagram, Pinterest, and Facebook, an email newsletter can seem so old fashioned. However, it remains a powerful way to reach potential cus...

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