7 Lessons from 2021

7 Lessons from 2021

Happy New Year Everyone, At this time of the year I like to do a quick look back: What did I learn and what did my clients learn from 2021….? Here are seven lessons that you can take advantage of if you have not already. 1. PPP Doesn’t Fix Your Mistakes The government...

read more
Lessons from a Billionaire

Lessons from a Billionaire

What can you learn from a billionaire? I recently led a peer group meeting where I met two ultra-wealthy entrepreneurs. The first was a “Boat Man” - a wealthy retired gentleman who loves his boats. The second was a “Car Man” - a very active billionaire who really...

read more
A Hurricane Can’t Stop Us

A Hurricane Can’t Stop Us

The older I get, the more craziness I experience. 25 years ago I was married, and we went to Martha’s Vineyard for our honeymoon, and then got blown off the island by a hurricane. 15 years later while celebrating my anniversary in the Hamptons, Superstorm Sandy came...

read more
What My Vacation Teaches You About Risk

What My Vacation Teaches You About Risk

When I told various friends and colleagues I was heading to Mexico City for vacation this year, I got one of three responses: A negative response, “Careful, that’s very dangerous!” A positive response “I went there, you will have a great time!” A curious answer “Hmm....

read more
Why Cross Selling Fails in Most Companies

Why Cross Selling Fails in Most Companies

Why does cross selling fail in most companies, and why should you care? The main reason to care is that your current clients are your best clients, meaning they will buy services at higher margins than a brand new client would. You may think you are too busy to care...

read more