Recent articles from Jason:
In the book, Principles, Ray Dalio talks about looking at the machine from the higher level. How does this apply to firms? In this video, I share how we do it for our firm.
As I consider the foundational components or requirements to scale a firm, one thing I would list is ‘Owner Health Activities.’ The more my partner and I grow our firm, the more important this becomes. I’m not only talking about working out at the gym, though physical health is a component. There is more to […]
I was working with a firm owner recently, and we were exploring where his clients were really coming from. He has been growing, but he didn’t really have a website and he wasn’t really marketing. How can you grow if you don’t have a website, a logo, or participate in marketing activities? Similar question: why […]
Most clients pay us from January to December each year. We draft their fees monthly. Sweet cash flow! So every December, Julie and I go through client renewals with our clients. Though the renewal season is only a month, the process seems to take forever. Who will renew? Who will leave? Will someone step up […]