Charles Wilton Portfolio update Comments0

In today’s episode, I chat with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. We talk why he bought NIKE. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls are recorded by Scott …
Continue reading
CC&L Q2 2022 Market Outlook and Investment Review Comments0

Your portfolio managers are constantly analyzing the market to help them make the best investment decisions on your behalf. It’s important for you to feel comfortable with these decisions, so we’d like to offer you the opportunity to better understand …
Continue reading
Six Power Ratios to Start Tracking Now Comments0

Republished with permission from Built to Sell Inc. Doctors in the developing world measure their progress not by the aggregate number of children who die in childbirth, but by the infant mortality rate – a ratio of the number of …
Continue reading
One Personality Trait Most Successful Entrepreneurs Share Comments0

Republished with permission from Built to Sell Inc. Survey a group of founders about the personality traits that made them successful, and they will be quick to use words like determination, sacrifice, and hard work. Others will show more humility …
Continue reading
One Counterintuitive Strategy Led to This $380 Million Payday Comments0

Republished with permission from Built to Sell Inc. How many people can one person manage? Harvard Business Review estimates the ideal range for an experienced manager is between five and nine direct reports. Inc. pegs the sweet spot at seven. …
Continue reading
CC&L Q1 2022 Market Outlook and Investment Review Comments0

Your portfolio managers are constantly analyzing the market to help them make the best investment decisions on your behalf. It’s important for you to feel comfortable with these decisions, so we’d like to offer you the opportunity to better understand …
Continue reading
3 Invisible Gates That Stop Most Companies Flat Comments0

Republished with permission from Built to Sell Inc. How many people can one person manage? Harvard Business Review estimates the ideal range for an experienced manager is between five and nine direct reports. Inc. pegs the sweet spot at seven. …
Continue reading
Run Your Business Like You’re Going on Maternity (or Paternity) Leave Comments0

Republished with permission from Built to Sell Inc. How well does your company run when you don’t show up for work? The answer to this question has a significant impact on the value of your business. Suppose your company …
Continue reading