“The One Thing” & Team Building
How Safe is your Barn?
Expect The Best, Prepare for The Worst
Election Induced Fear and Market Volatility
Embracing an Abundant Life
Last month many of us in Chattanooga experienced the worst of it as we were all hunkered down “safely” at home, keeping our distance from others who could possibly pass on the sickness that has infected the entire planet. Our family has found ways to enjoy the time together, playing games, working outside and taking […]
Reasons to Celebrate
The Franklin wealth Team (above) of Innovative Advisory Partners is proud to be acknowledged by Forbes as one of the best advisory firms in the state of Tennessee. Last week, Robert Pragnell and I attended an LPL conference in Florida rewarding its top advisors. I was looking forward to some time spent learning about upcoming […]
Who NOT How
Monday, I spent the day with a select group of top-notch entrepreneurs in Toronto Canada sharpening the saw, refining our purpose and improving our businesses. One of the key concepts we continued to focus on was “Who, not How!”. When most entrepreneurs (including me) face a challenge, our first reaction is to ask: “How do […]
Hidden Costs, Expenses & Penalties
Just about every month I come across someone who claims that their investments don’t cost them anything or someone who doesn’t seem to understand all they are paying in internal expenses. All too often (in the case of those buying commission based products) they have been told that something they bought does not contain any […]
It’s Good to be the Banker
Even when Not Playing Monopoly Thinking more like a banker can provide us many benefits from a tax re-positioning perspective and a loaning vs borrowing / cash flow perspective. Not too long ago, I and a client were interviewed by a reporter at Forbes about the benefits of making serial conversions to Roth IRAs over […]
The Power of Choice & The Pace of Change
Founder and former CEO of Netflix, Marc Randolph spoke at to a group of us last week about the power of ideas and entrepreneurism at the annual Excell meeting in Las Vegas. It was refreshing to hear which experiences have shaped his thinking and most importantly how he has learned much more from his failures […]
