5 Tips to Recapture Your Wealth

Did you know that many American’s transfer away between $2,000,000 and $5,000,000 of their wealth over a lifetime.  Yes, millions according to U.S. News and World Report. Could you be one of them? The truth is we will all transfer away wealth but we all have the opportunity to recapture a good chunk of that…

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Two Things Your Boss Wishes You Knew about Finance

If you’re not working in your company’s finance department, you might not think you need to know anything about finance. You may not even be privy to the financial statements. Regardless, a few financial nuggets can increase your knowledge, enhance your working relationship with your boss and help you contribute to the company’s bottom line.…

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Foundation First

It was a low point. I was on the phone with a non-profit who specialized in debt consolidation and financial counseling. My wife and I had just laid out our total financial picture to the counselor on the other end of the line. We were waiting for her to come alongside us with some practical…

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Simplifying Accounting for Entrepreneurs & Small Business Owners

Unless you’re an accountant, maintaining your books may not be high on your priority list. However, making finance work for you and streamlining these tasks can make a big impact on the profitability and longevity of your business. Whether you’re passionate about technology, consulting, sales or web design, get ready to crunch those numbers faster…

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15 Best Practices for Marketing in 2017

Note: Some can also be used as a guide for hiking the Swiss Alps Marketing is not only fun but effective, when you follow a few straightforward tips along the trail.  These best practices have a tried-and-true track record, and will help your team not only think through strategy but the details of implementation, which…

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Back to Marketing Basics with the Four Ps

With the explosion of digital marketing tools, it’s easy to get lost amidst the choices. Scoping out new marketing technologies can be exciting. On the other hand, finding the right tool can also be overwhelming, time-consuming and frustrating. Don’t let the wide array of shiny tech objects result in a shortsighted marketing strategy. Take a…

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The Case for Marketing Automation in Small Business and Start-ups

I earn a living as a Marketing Technology Consultant. Often, when I meet new people, I have to expound on that further. My explanation goes something like this; “I help technology companies convert prospects into buyers, by maximizing the value of their marketing resources, through the use of marketing automation tools and processes.” Quite a…

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3 Marketing Traps to Avoid & What to Do Instead

There’s no shortage of marketing advice at our disposal these days. Does it ever seem like the list of marketing tools and tactics just keeps getting longer? Set aside tactics for a moment. To achieve a successful, sustainable marketing program, start by keeping a few important don’ts in mind. Regardless of what marketing tools you…

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Does Your Culture Reflect Your Values and Honor Your Employees?

Many businesses cite their employees as one of their most valuable competitive advantages. As an employee, you’ll see soon enough if your employer is really walking the walk. Your company’s benefits package is one place where you can reflect your values and do right by the people who keep your business humming along like a…

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Manifest Your WHY

There is a lot of talk these days about your WHY.  As a case in point, Simon Sinek’s now infamous TED Talk about how great leaders inspire action, which popularized the notion of “starting with why” and cemented it within modern management lexicon, has over 32 million views on TED.com. There is good reason for…

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