Finding Joe
March 8, 2012 by Simon · Leave a Comment
I’ve enjoyed the work of Joseph Campbell throughout my journey. While I have not seen Finding Joe, I am looking forwarding to seeing it in the near future. Finding Joe is an exploration of famed Mythologist Joseph Campbell’s studies and their continuing impact on our culture.
The Way Of The Values Based Advisor
March 7, 2012 by Simon · Leave a Comment
Laura and I really enjoyed The Way staring Martin Sheen and Emilio Estevez . THE WAY is a powerful and inspirational story about family, friends and the challenges we face while navigating this ever-changing and complicated world. Like meeting your unmet needs from the inside out offering this example by way of a quote from [...]
Create Space To Realize A Bigger Vision & Goals
March 6, 2012 by Simon · Leave a Comment
I’m always telling my clients that in order to create the space to realize their bigger vision and goals; they have to find a place away from their business and home environments where they can become anonymous and separate from the day to day distractions of their business and home environments. Hard to believe that [...]
7 Tips To Handle Your Client Notes After Your Client Meetings
February 20, 2012 by Simon · Leave a Comment
The following post was on ForAdvisorsOnly the week of February 13th, 2012 and here is my reply. ForAdvisorsOnly Post We have tried several methods of recording the information discussed during client meetings without a lot of success. We have had a person sit in on the meeting a take dictation, make up notes directly afterwards [...]
Stop Thinking And Think Bigger
February 15, 2012 by Simon · Leave a Comment
“There is a story, always ahead of you. Barely existing. Only gradually do you attach yourself to it and feed it. You discover the carapace that will contain and test your character. You find in this way the path of your life.” – Michael Ondaatje, page 181 of The Cat’s Table. The Cat’s Table is [...]
Walking My Post Holiday Talk
February 13, 2012 by Simon · Leave a Comment
Today is our first official day back to work since January 25th after an extraordinary 10 day sailing holiday on a 50 foot Catamaran in the British Virgin Islands. Here is a picture of Laura and I taken at The Baths on Virgin Gorda. Rather than hitting the ground running, I’ve listened to my own [...]
What Labels & Words Do You Trivialize The Meaning Of?
January 20, 2012 by Simon · Leave a Comment
We all have heard the labels / words of business plan, delegation and time management so often that we trivialize them to the point where we have said them so many times that they no longer have any meaning.








Dates for 2012 TBA - stay tuned!










