In this final installment of our discussion on the multifaceted growth opportunities that exist in your business, we will touch on Information Management and Management Capacity. One more time, here is another look at the graphic that has laid out the basis of our conversation. Information Management This refers to the information that you need […]
As we continue our discussion on the many facets of growth (which is about far more than just “size and scale”) we will look this week at two types of capital: monetary and human. Here is another look at the graphic which provides the basis of our conversation, which, again, is not an exhaustive list […]
Last week, we opened up the discussion on the many facets of growth, and then touched on the many sub-topcis of those different facets. This week, we’ll being digging deeper. Here is a graphical reminder of what we started. Customers A foundational rule of the investment advisor world is KYC: Know Your Customer. When I […]
It’s been said that we should think of our business like a tree… “What is a tree always doing?” “Growing.” “If it’s not growing, what is it doing?” “Dying…” The analogy ends there. A tree can only grow one way: bigger. Our business must grow many ways. “Better is better before bigger is better.” -Danny […]
This shouldn’t be here. It shouldn’t have gotten done. But the thought of missing a Tuesday for the first time in 172 consecutive Tuesdays has me doing something I probably shouldn’t be doing. I should still be in bed. I’m very weak. Actually, I should be in Boston to attend a conference I’ve been looking […]