Picking the Right Financial Planner for You Comments
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In thinking about working with a financial planner, you’ve decided you want to take control of your finances, build your wealth, and plan for a secure retirement.  This is a great decision. Who you choose as your financial planner is …
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Will your business be more valuable this time next year? Comments
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Republished with permission from Built to Sell Inc. For many, January is a time of rebirth and resolutions. It’s a month to reflect on last year’s achievements and to set goals for the year ahead. Some people will set personal …
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December Market Update with Wilfred Hahn Comments
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On a very last minute basis, I called Wilfred Hahn, co-CIO of Hahn Investment Stewards to ask him to help put into perspective what is going on in the economy and in the investment markets in light of some recent …
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Do you know your CUF:CAC ratio? Comments
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Republished with permission from Built to Sell Inc. The most powerful metrics in any business are ratios that express your performance on metric A as it relates to metric B. For example, knowing what your revenue was last year is …
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Mike Flux – General Update Q3 2013 Comments
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In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook. We also discuss how to interpret the current events, and how to properly position portfolios to take …
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Mike Flux – Investment Alternatives Update Q3 2013 Comments
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In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook. We also discuss how to interpret the current events, and how to properly position portfolios to take …
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Growth vs. Value: not all revenue is created equally Comments
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Republished with permission from Built to Sell Inc. When you look ahead to next year, will your growth come from selling more to your existing customers or finding new customers for your existing products and services? The answer may have …
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