While we throw around the term “Trusted Advisor” in our industry and want our clients to see us in that role, do you know what ACTUALLY makes business owners turn to you in that role and refer you to everyone they know? In The Seller’s Journey, the business owner protagonist Marty plans a trip across Glacier National...
I was at a networking cocktail party two weeks ago and the investment banker I was talking to kept checking his phone. He apologized at one point, explaining that his wife was driving to another state with his daughter who was starting college the following week. He was, understandably, nervous about them being on...
This week begins March Madness, the NCAA men’s basketball championship tournament. From now until the final game is played on April 5, film crews will be capturing the most memorable moments – from the joyous to the heartbreaking - to craft into a video montage played at the end of the tournament over one of the...
