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Talk to the Experts, even Me!


A few months ago I read an article in Inc. by John Brandon (read it here). He discussed being able to talk with Mark Cuban or (one of my favorite people to follow) Gary Vaynerchuk when you needed business advice. Admittedly I was very excited. Being able to reach the most coveted “keynoters” for a fee was very intriguing. Being able to ask them pointed questions about my situation(s) was tempting.

I checked out the site Clarity ( and signed up. I used my LinkedIn profile to populate my profile and in a day or so I was in and on!

Alas, as with many things I am excited about I forgot I had done it, or what I would do with it.
Then four months later I get an email from stating that someone wanted to schedule a call with me. ME! Just like Mark Cuban. Get out, had to be some hacked account or an error.

I checked it out. It was not. It was a bona fide person, with bona fide questions about a tool for retirement plan Advisors. I was blown away. The caller was an expert in their field and not one in ours.  The caller’s daily profession had spurred an entrepreneurial desire to create (let’s just call it) a widget. I am very excited about the tool.

I am also very excited about the possibilities of what a tool like can bring to the Advisor community at large. Get paid, for talking. Take the calls from wherever you are, at the time of your choosing. Set your own fees.

I know that our industry is normally behind the curve. But if you are trying to build a solution that would allow you to get paid for your expertise a platform like Clarity may be the answer. Better still, nothing for you to build. I am sure there will be others but for now I am very enthusiastic about the future using this one.

Check it out and let me know what you think about the future of consulting.

Image courtesy of Stuart Miles at




“Blame is for God and small children”………Louis Degas (Dustin Hoffman) from “Papillion”

The blame game doesn’t build things up it breaks them down. Where we go from here is what matters. Innovation drives the where and the how. Pay attention to it, with us, here, now! Be the audience, support creative behavior, look ahead, learn, grow. Join Us So We Can Join You!


I Wonder?


Can you wonder out loud anymore? Can you sit at table with a group of friends and actually do that without someone pulling out a smartphone and finding the answer?

When did we move from “breaking the ice” to “just the facts mam”?  Don’t get me wrong having a wealth of information, weather, stock prices and breaking news at my fingertips is quite amazing and useful. But I wonder what has happened to speculation and conversation amongst friends.

Here is a typical conversation in homes across the country:

Son to Dad:         Dad how much do mini-bikes cost?
Dad to Son:         Not sure buddy, why do you want to know?
Son to Dad:         Can you just check for me?
Dad to Son:         Not right now, but I can do it later?
Son to Dad:         But you can just do it on your phone.

The child is correct.  Maybe the parent does not have time, or maybe they are just deflecting.  In either case our children have realized that the answers to almost all of the pressing questions of the day can be answered without too much hassle.

What a world we live in where access to information is readily accessible.  The next question for me is what is next?  Can I just shoot the image to a 3-D printer and have it appear?

How far away are we from the self-driving car and the instant Thanksgiving Day Feast?  Maybe we should keep The Jetsons away from our children,  or maybe not?

Image courtesy of Boians Cho Joo Young at


Summers Off?


Experienced Advisors expect prospects to lose focus in the Summer. It is a predictable trend. Vacations are a reason to put us off, to make excuses and procrastinate……

Alarmingly, there is a trend emerging with service providers, too! The dedicated service representative model breaks down while vacations are taken and the service team backup rarely has the depth, skill, communication process and expertise to pick up the slack. Result: Client Tension

Battle scarred veterans look forward to the activity that results in September from the lazy days of July & August. So, relish the September inertia as prospects respond to the absence of personal service and attention to detail that Summer has brought from your competition.



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