"There is no fair wind for the ship
without a destination."
Ron E. Harkey
The road less traveled is characterized not just by clear goals, but an honest assessment
of where one is starting from and careful attention to every detail of the journey. Real clarity
and insight about our home port, our tolls for travel and the destination we seek for our
clients and ourselves, brings a consistency to our message that draws others to us and compels
them to take action. That decision to take action and then to stay the course has always been
what the best brokers, planners, and advisors have rejoiced in and for which they have been
Although the investment strategies have often varied both among financial professionals and
their clients, there have been core principles - often learned the hard way - that are universal
and timeless. These core principles that govern success both in investing and in practice
management are under siege now more than ever.
The battle for positioning at every level of the investment services food chain is characterized
today by ever increasing confusion. Yet those who are thriving in a downsized, narrowcasted,
e-commerce environment and bear market, have both practice management and investment management
principles that have always been permanent landmarks on the landscape of success and excellence.
I understand these principles and have had the privilege of observing them in the lives of others who are leading practitioners in our financial service industry.
We look for the opportunity to share some of these insights and knowledge with you, your associates
and those prospects and clients who are most important to you. We will create presentations
that will be tailored to incorporate your own message. Our workshops lend themselves to longer
and more interactive sessions. They can help your meetings come alive with energy and enthusiasm
and provide ideas and tools you can implement immediately.