Category Archives: Business Planning

Planning for a long/big vacation

Obviously, I have a theme this week! My family and I have left for 3 weeks in Park City, UT.  Some have wondered, how can you possibly do that?  Well, it isn’t always easy, and the key is planning.  Planning … Continue reading

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Can work/business and life be combined?

Recently, I have been thinking about this a lot.  I see lots on business owners who feel it’s either or…”I’m on vacation, and I shouldn’t do ANY work.”  OR “I can’t leave the office because I have to be HERE.”  … Continue reading

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Understanding Your Work Rhythms

Recently, I have been thinking about how I like to work.  Some people prefer to have an even rhythm or energy level to their work life.  I am starting to think that I prefer a high-intensity schedule balanced with periodic … Continue reading

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The importance of success habits

“Success habits” are not routines.  Many of us have routines that actually don’t support the success that we want to achieve.  They are comfortable, we know them, but they don’t really do anything for us.  Maybe it’s when you get … Continue reading

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Why I love my Kindle

Ok, I admit it…I still have a Kindle.  Maybe I’ll get an iPad this year.  In the meantime, I feel freed and inspired to have my Kindle.  I’m one of those readers who has multiple books going at the same … Continue reading

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Taking care of yourself

Taking care of yourself. In my conversations with fellow business owners and entrepreneurs, I often find that they are the last one to “put their oxygen mask on” (like on an airplane) even though we all know that you should … Continue reading

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Being a student of your business

For many, it seems impossible to find time outside of the day to day commitments of the business to actually step out and become a student of your business.  What does it mean to be a student of your business?  … Continue reading

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What is your client experience like?

Have you ever been a client of your own services?  I have.  One of the most eye-opening experiences that you can have as a business owner is to be a client.  As a financial planner, I find that many planners … Continue reading

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Considering Outsourcing

I’m at a financial planning conference in FL and have been talking with other advisors about outsourcing.  As planners, and for that matter, business owners get clear on what they are great at, they realize that they may need to … Continue reading

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The Importance of Getting Out of the Office

I’m on my way to Florida for the annual Financial Planning Association Retreat.  It’s a coming together of some of the most skilled and interesting planners in the country.  Although it’s 4 days out of my week, I feel like … Continue reading

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