Independent and Dependable Advisors
The adjectives “dependable” and “independent” have more in common than those 6 letters in a row. They also happen to be two of…
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Families · Page 35
The Long and the Short of It
Most people spend so much time looking at the short term, they end up ignoring the long term. I usually have the opposite…
How May I Sell You Today? #FAIL (2 of 2)
Last week we looked at selling versus helping, from Zig Ziglar’s viewpoint that you should just stop selling and start helping…
Say Goodbye to Succession Planning
So many advisors spend so much time talking to their family business clients about the importance of succession planning. Many of…
Take My Advice: Don’t Take My Advice
I recently read the following quote from an article by Vinod Khosla, tweeted by Vala Afshar: "For entrepreneurs, the toughest…
The Concierge Is a False Friend
Those who are fairly comfortable in both English and French have surely noticed that there are a certain number of translations…
Coming Out of the Dark
It was about this time last year that Tom and I started to seriously discuss the business venture that has now become TSI…
Are They Only Telling You What You Want To Hear?
I don’t often start these blog posts with famous quotes, but lots of smart people do that, so why not give it a go? Earlier this…
What the heck is a Heritage Delegate?
When Tom and I set out to name our new venture, we spent a considerable amount of time trying to include just the right mix of…
What Can You Learn from a FOX? Part 3
Open Architecture? Isn’t that a Computer Term? This will be the third and final blog post on ideas that came out of the recent…
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