CC&L Q4 2022 Market Outlook and Investment Review Comments
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Your portfolio managers are constantly analyzing the market to help them make the best investment decisions on your behalf. It’s important for you to feel comfortable with these decisions, so we’d like to offer you the opportunity to better understand …
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One Tweak That Can (Instantly) Add Millions to The Value of Your Business Comments
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One Tweak That Can (Instantly) Add Millions to The Value of Your Business

One Tweak That Can (Instantly) Add Millions to The Value of Your Business
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Will This Be the Year You Seriously Drive Up the Value of Your Company? Comments
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Republished with permission from Built to Sell Inc. If you have resolved to make your company more valuable in 2022, you may want to think hard about how your customers pay. If you have a transaction business model where customers …
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5 Ways to Get Your Business to Run Without You Comments
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5 Ways to Get Your Business to Run Without You

Republished with permission from Built to Sell Inc. Some owners focus on growing their profits, while others are obsessed with sales goals. Have you ever considered making it your primary goal to set up your business so that it can …
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Charles Wilton Portfolio update Comments
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Charles Wilton

In today’s episode, I chat with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. We talk why he bought NIKE. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls are recorded by Scott …
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CC&L Q2 2022 Market Outlook and Investment Review Comments
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Your portfolio managers are constantly analyzing the market to help them make the best investment decisions on your behalf. It’s important for you to feel comfortable with these decisions, so we’d like to offer you the opportunity to better understand …
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Six Power Ratios to Start Tracking Now Comments
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Six Power Ratios to Start Tracking Now

Republished with permission from Built to Sell Inc. Doctors in the developing world measure their progress not by the aggregate number of children who die in childbirth, but by the infant mortality rate – a ratio of the number of …
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One Personality Trait Most Successful Entrepreneurs Share Comments
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One Personality Trait Most Successful Entrepreneurs Share

Republished with permission from Built to Sell Inc. Survey a group of founders about the personality traits that made them successful, and they will be quick to use words like determination, sacrifice, and hard work. Others will show more humility …
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