Guiding calls for a discipline of standing a year or more beyond a critical decision before it is made.

Can the relatively straightforward process of providing advice to a client actually lead not only to a decent investment outcome, but actually elevate a client’s perspective on life and their role in the economy? 

The heart of successful business forecasting is the same as it has always been: in-depth analysis and dialogue of the business-development pipeline, combined with frank and rational discussion of probable business and the timing of that business. 

No, I’m not talking about how to wear your new scarf fifty different ways. In this case, I’m referring to a document that can help you and your team (or your marketing agency) when it comes to creating communications to your clients and prospects. 

Is the portfolio that is your business day structured according to your return objectives?

In business (and in life) it can take years to figure out what you’re best at, and what you’ll be known for.