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This is a story of redemption.

For years my technology skills have been better than my partner’s.   I will not regale you of the stories of cellphones in lunch coolers and the Blackberry that was dropped out of a canoe.  I will not go into detail about the trouble with changing email signatures in Outlook.  I will not share my constant frustration in trying to explain what an RSS Feed is and why you would want one.

What I will tell you is that my partner has come a long way.  He built both versions of our Study Group website.  You can find the public site here.  The private site is for members only.

He built our first mobile app.  No kidding, we have an app.  Yes, the kind that you can put on a Smartphone.  (COMING SOON! In that big, announcer’s voice)

He also just published our first e-book.  (COMING SOON! Ditto)IphoneImage

He has learned how to manipulate HTML.  He has learned what embed codes are and how to use them.  He has worked hard to be a student of simple, clean design.  He has learned how to blog and insert media.  He has learned that lean is sometimes better.

Why do I write all of this you ask?  Because I hear the constant hum of Advisors saying technology is too hard to learn. I hear the drone of “by the time we learn that it won’t work”.  It is and has never been about technology.  At the core, at the very heart of Chris learning all of this “technology”  was so he (we) could reach more people.  He also wanted a challenge, a creative muse (if you will).

So what’s the point? The point is that you can do these things too.  If you want to reach more people, or clients, or prospects (whatever you want to call them) use the technology.  But don’t forget it is about the people.  It takes time, it takes patience.  But in the end you have mastery.

So here we both sit, technology geniuses.  Basking in our glory, resting well knowing we have mastered one more frontier.

Wait a second, no he did NOT just ask me what our Twitter handle was again?!

Image courtesy of Ambro at


What if …

What if you woke up and read that some Senators were looking to change the way you did business?USSenate

What if you woke up and a new agency had been added to oversee how your industry did business?

What if the statistics that your industry promoted were not answering the bigger questions?

What if new regulations (if enacted) would alter the way you did business?

What if you would take on increased liability if you had to change your business model?

What if the fees you currently charge were being compressed?

What if the industry you practice in did not rank high in the “trust” category?

But then you realized it was all a bad dream!  This was not happening to you and your peers.  These things are absurd. Nightmare

But wait!  They are happening.  What should you do?  Who should you call?  Should you get your resume together?  Will you bury your head in the sand?Ostrich

I have been accused of being Chicken Little before.  I only had to be correct once for that moniker to go away.

Things are changing my friends and if we (the real We) don’t get together,  folks will be taking care of their retirement accounts on the webpage just behind their health insurance.

To read articles that inspired my remarks click here

Image courtesy of chrisroll at FreeDigitalPhotos.netImage courtesy of Stoonn at


The Fear

ID-10075457I am not sure what will happen after we post a blog, or a podcast or record something for our on-demand library.  I will not be in the room with you when you read, listen or watch.  Sometimes we worry.  I honestly think that anyone that does this type of work worries (to some degree).

We can’t force anyone to share, or leave comments or like it.  We can only post and hope that it improves someone’s day at the moment they consume it.

On the other hand, we could do the work and then edit it, refine it, re-record it, re-edit it and on and on.  But then no one would see what we created, the piece that we want to be of value.

Seth Godin calls this creative activity “art”.  There is much meaning in that three little word.  Especially for someone(s) that have never considered themselves creative, or the slightest bit artistic.Palette

It took us a very long time to realize that we were creative.  In our industry it may not be fashionable to be creative.  In our industry it’s good to be analytical, where numbers and returns and stars and alpha matter.  They are important but isn’t the human side more important?

So here is a small challenge for those of you than fancy yourselves analytical.  Make some art (blog, podcast or video) and share it.  You share numbers, returns and expense ratios all the time.    Can you?  Or is something like this really The Fear?

After you create it, send it to me.  I love art, especially the non-numerical kind.  I get enough of that at my day job.

Image courtesy of chanpipat at


I am currently reading this book now. It is a game changer if you will act on the premise.

TED Blog

Icarus-DeceptionIcarus is a mythological character with incredible staying power. Everyone knows his story — his dad made him wings to help him escape the minotaur’s labyrinth, and warned him not to fly too close to the sun lest his wings melt. Amazed to be flying, however, Icarus didn’t listen and tumbled into the ocean. It’s the classic tale of hubris.

In his new book, The Icarus Deception: How High Will You Fly?, marketing master Seth Godin shares why he thinks this story is manipulative — because it’s all about obedience and reminding us of the dangers of getting too big for our britches. But Godin asks: why should our most valuable skill be our ability to follow orders? And why shouldn’t we fly really high? In The Icarus Deception, Godin calls for us to think and act boldly. He asks us to go about our work as if…

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