Category Archives: Blog

20 years ago I graduated from university to enter my career, having no idea of what life had in store for me. Now in middle age, I find myself reflecting more and more on my professional journey, where I have …
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Recently I was researching the histories behind  the creations of the RRSP and 401k for a presentation I was preparing for tax specialists in Southern California. It occurred to me how little decisions can make big differences in our end …
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Have you every wondered how much the life time value of a client relationship is worth to your practice and your financial wellbeing? Over the years I have often sat down to figure this question out. What this process has …
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Social media has profoundly altered the way companies and entrepreneurs market and communicate with their audience.  Millions of people have made online sharing part of their everyday lives, creating new communication channels and challenges for companies. Unfortunately, because of SEC …
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I joke regularly that I am inherently lazy. So what this laziness has prompted me to do is refine a mythology to maximize my new business generation activities. We all know that we make money by working with clients, not …
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Its been almost thirty years since I first heard Marshall McLuhan’s cultural paradigm “The Medium is The Message” and, like you, I have always tried to figure out what this meant.  Over the years the question “what is a client …
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Imagine what you would do if your best client of the past 25 years called up to tell you that he had decided to sell his chain of grocery stores to a large private equity fund?
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