Blog

  • Have you fallen into The Mile Wide Trap?

    Republished with permission from Built to Sell Inc. If your company’s revenue has stalled after a period of rapid growth, you may have fallen into The Mile Wide Trap. Consider the case of Kim (not her real name) who runs a public relations firm. Kim studied marketing at school and went on to work for…

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  • Wilfred Hahn – Portfolio Management (HAHN Investment Stewards)

    On today’s episode, I’m going to have a great discussion with Wilfred Hahn, Chairman and Co-CIO of HAHN Investment Stewards.  The oldest actively managed global ETF manager in North America. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at…

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  • The Curator: how to thrive as a middleman

    Republished with permission from Built to Sell Inc. Being a middleman (or woman) has become risky business. When was the last time you used a travel agent? Agencies have largely become irrelevant given the rise of online travel booking companies. How about a record/CD store? iTunes and online music subscription services have gotten rid of…

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  • Charles Wilton – Why Buy Caterpillar

    On today’s episode, I have an in-depth discussion with Charles Wilton, a Portfolio Manager with the Private Investment Management Group at Raymond James.  In this video, we continue our discussion on the buying side of investing. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls are recorded by Scott Plaskett and allow you…

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  • John Duguid and Rod Howland – How Sellable Is Your Business?

    On today’s episode, I interview John Duguid and Rod Howland, Managing Directors at Gallium Corporate Finance.  We discuss the key attributes that a business must have to attract a higher selling price. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes…

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  • Mike Flux – Alternative Investment Strategies Q1 2013

    In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook.  We also discuss how to interpret the current events, and how to properly position portfolios to take advantage of these market events. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These…

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  • Mike Flux – Market Update Q1 2013

    In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook.  We also discuss how to interpret the current events, and how to properly position portfolios to take advantage of these market events. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These…

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  • Avoiding the superstar sales rep trap

    Republished with permission from Built to Sell Inc. For your business to be valuable – and sellable one day – you need some way to generate sales after you’re gone.  Many business owners hire a superstar salesperson to replace themselves as a rainmaker but that’s a trap. By replacing yourself with a single salesperson, you’re…

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