Do you ever feel like the Jester is in charge of your finances? Have you ever been denied a loan from your bank, but still need the money? According to recent reports, as many as one-third of applications for business loans are denied. If you find yourself as part of...
We recently met with a group of successful ranchers and farmers. As you can imagine, working the land is a very hands-on business, with active involvement by multiple members of the family. That is the case with the group we met. Our purpose in meeting was to discuss...
How to keep your Finances from Being a Royal Mess Do you ever have days like that? Days that it feels like the Jester is in charge of your finances? As a CPA, I have worked with 1,000s of small business owners and have made a startling discovery. Those who have made...
What does Global Investment Strategies do? Our company provides a unique analytical service for High Net Worth clients! We have access to the world’s best life insurance for clients posting a 15 million estate, with cost efficiencies through premium...
Listening well is a foundational tenet for sales success. Therefore, being cognizant of how we hear is critical because it profoundly impacts conversations, relationships, and results. Before exploring the impact of listening to sales, let me quickly share eight...
Have you ever responded to an RFP? A tedious process to put it mildly. A customer, through a very structured buying process, is attempting to gather as much information as possible about the various vendors they are evaluating. They want to know whether the vendor can...
To be successful in sales, focus, make things better for others, realize you need relationships to be successful, and enjoy the journey. Sounds simple to say, but it’s not so simple to do. Let me offer seven lessons very apropos for the sales and marketing arena, and...
Life insurance is commonly used to fund buy-sell agreements for 1000`s of companies. Often Life insurance is considered as a funding mechanism for the buy-sell agreements & in many cases it is used for mitigating the risk (The Darkside) of the ESOP`s Repurchase...
A group of wealthy business owners gathered for a symposium to find the perfect investment to leverage their liquid wealth. They came up with five criteria for the perfect investment: an investment size that can vary but could be large; a rate of return that must be...
There are so many variables at play in business relationships. There’s a lot to understand about what’s going on. These 5 tips don’t cover everything, but if you can master them, they will take you a long way. Defensiveness. This is acid on relationships. Do what you...
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