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Terminal World

Hundreds of years ago in the dark ages of office productivity, workers toiled before computer terminals.  These terminals were connected to a great computer, which required all slaved to be tethered to it for communication. These great computers were special and we...

Coin Operated Sales Person

I ran into a client at an event the other week.  This gentleman is a sales rep for a software company.  He is very successful in his industry. But he had run into a problem with his company.  There was a new sales rep that had the potential to make exactly the same as...

Money Laundering

I was talking to a banker the other week and we got on to the subject of money laundering.  Yes, most of my discussions with bankers lead to the discussion of crimes and felonies.  What can I say; I am curious on how the real world works and the mysteries I read are...

The World of Tomorrow!

Will the financial planners of the future be machines?  Will a machine be able to dispense good investment advice? The answer for the moment seemingly is a yes for plenty of people. “Robo-advisers” are using technology to create investment advice and manage your...

Franchise Follies

I received an e-mail for a colleague who had a referral that they could not handle and was requesting that if possible could I assist them. They were looking for assistance immediately. I was curious and I had an office day scheduled, so I accepted. This couple in...

Reciprocity

The act when you give something (an item or a favor), the other person naturally feels indebted to you – especially if the gift is unexpected. But also people do not like feeling indebted to others. We are hard-wired to balance the scales again as soon as possible....

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