Category: Communication

Coachable


Since my post on May 2nd, I have thought of another “C” criterion for evaluating potential employees.  See What Employers Want   Now I have 11 such criteria and that again seems wrong.  Feel free to offer more. 25 years ago I phoned my friend,… Continue Reading “Coachable”

Precision Adds Little Value


Financial plans don’t work out unless all the participants are motivated, knowledgeable and able to use the packaged tools that make the transactions easier. Sometimes people get caught up in precision and that seldom provides much value. Over long time frames, people want conceptual… Continue Reading “Precision Adds Little Value”

The KISS Approach


Some time ago, someone suggested that the KISS method (Keep It Simple Stupid) was a desirable presentation approach for financial products. They could be right but I wonder for how long. It might be a starting point, but it cannot last. “You should make… Continue Reading “The KISS Approach”

Compound Interest – Yet Again


Last week I published a blog about a valuable work of art that I saw on the Antiques Roadshow. It had, in 55 years, grown in value from $88 to $90,000. My thesis was that most people don’t understand compound interest and coupled with… Continue Reading “Compound Interest – Yet Again”

More Pilates


I recently wrote a blog item, Life is Like a Pilates Class, that received intelligent comment. That made my day.  Any day I learn something is a good day.  In response to the idea that we should hold old core values, Avastmick made this… Continue Reading “More Pilates”

How Financial Planning Works


This is immensely simplified, but probably as good as any other explanation you will find. Happy Monday! Don Shaughnessy is a retired partner in an international accounting firm and is presently with The Protectors Group, a large personal insurance, employee benefits and investment agency… Continue Reading “How Financial Planning Works”

Is 99% Good Enough?


The Mexican government recently stated that the country is 99% safe. Do statements like that have any value? Maybe. If I am capable enough to recognize that 100% safe is not possible anywhere, then I suppose 99% safe is pretty good. The problem is… Continue Reading “Is 99% Good Enough?”

What Can You Learn From George Carlin?


It is coming up on five years since George Carlin passed on.  His influence still remains.  He was the master of clear communication.  “I don’t want to get on an airplane, I want to get into an airplane.” Satire teaches us well and usually… Continue Reading “What Can You Learn From George Carlin?”

What Can You Learn From A Trout?


A recent blog article pointed out that you should be a little humble.  You can learn more by being polite and with open ended questions than you can learn by being demanding and asserting your knowledge and expertise.  Student 1, Professor 0 Every adviser,… Continue Reading “What Can You Learn From A Trout?”

Measure Results


My local Ford dealer accomplishes something when he delivers a new vehicle. Possibly a used one, or possibly service, but new vehicle is primary. His stock in trade is vehicles and he measures success by how many he delivers, how satisfied is the customer… Continue Reading “Measure Results”

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