Legacy

Challenging You to Unplug

As the 4th of July holiday weekend approaches, think about the last vacation you took – a real vacation, unplugged, away from the computer, phone, and chaos. If you're like most of the clients I work with, you probably haven't taken a real vacation in a long time, right? Taking time to decompress and reflect can be...

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Don’t Let Deception Derail Your Deals

It crossed my LinkedIn feed like a perfectly aimed cannonball, fired right at my chest. “Don’t let them know you are selling.” I’m paraphrasing the actual post to keep the advisor anonymous, but the advice hit me in the stomach, and made me think back to my own exit. It was a crazy time, and I just needed advisors...

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Putting the “R” Back in ROI

Adapted from my post “What Harvey Can Teach Us About ROI…” The callous use of a common phrase in someone else’s blog post shocked me. The writer used the common acronym “ROI”. But he couched it as “Relief on Investment” in describing how to choose a charity to support victims of Tropical Storm Harvey, which at the...

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Helping Clients Know When to Let Go

As advisors, we’ve all come across clients who are the founder and leader of their companies, and felt like it was never the right time to let go. Last week I was listening to a great story on NPR about whether Founder CEOs have a shelf life. It focused on the concept of transition as the Co-Founder of Peloton John...

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In One Shining Moment 2022

March 13th begins March Madness, the NCAA men’s basketball championship tournament. From then until the final game is played on April 4, 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...

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In One Shining Moment

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...

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Is Dying at Your Desk Noble or Tragic?

Earlier this year, I facilitated a retreat for a group of business owners to talk about how to know when it’s time to sell their business and retire and how to navigate that transition without regrets.  One of them I’ll call “Brian” announced he had no plans to retire – “Not me,” he said.  “I’m planning to...

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