Think Counter Intuitive

Thinking Outside the Box by Lloyd Williams


“Give up control of your calendar to your assistant and gain a life.”


What to create a change in 2013. The follow five steps will get you from where you are to where you want to be.

  • Step 1. Write a paragraph about where your life and business are today 
  • Step 2. Write a paragraph about where you want your life and business to be in 3-5 yrs. 
  • Step 3. Identify as bullet points all the differences between the two paragraphs 
  • Step 4. Select the three most important differences 
  • Step 5. Create the Next Physical Action for each of the three differences to remove them

Attached Link to a short audio about Client Surveys.

Before you participate, listen to the audio file. Take the time to understand the results before you receive them.

9 wealthy smile

Wealth is normally defined in terms of money. But that is confusing wealth with riches. The following is from the blog, Marc and Angel Hack Life.

The real measure of your wealth is how much you’d be worth if you lost all your money.  Start building real wealth today by doing the following:

  1. Realize that the small things are really the big things. – We are always looking for something better that we sometimes fail to realize that we already have the best we could hope for.  When you get something small, you want more.  When you get more, you desire even more.  But when you lose everything, you realize the small things were really the big things.  Read The Last Lecture.
  2. Cherish your relationships. – Sometimes people are beautiful, not in looks, not in what they say, just in who they are and what they do.  Remember, you will never fully appreciate all of the things someone does for you until you find yourself doing the same things for yourself.  So be grateful for the people who make your life a little brighter.  They are the charming gardeners who help your soul blossom.
  3. Be okay with the fact that you can’t control everything. – When you’re younger, you exhaust yourself trying to take charge of everything in your life, other people, and all situations.  Then one day it dawns on you that you will never gain control until you lose the need to have it – until you can simply let it be okay, to not be perfectly okay.  When you’re wearing yourself ragged trying to juggle the outcome of everything happening around you, it’s time to stop, take a breath, and remind yourself that the only things you can truly control, are what choices you will make, and how much control you will give to the fear that you’re feeling.

Go to Marc and Angel Hack Life to read the remaining six ways to become wealthy.


Meeting can either be a waste of time or a catalyst to productivity. Are your meetings as effective as you would like? If not, Sean Blanda from 99U has written an excellent article outlining how several truly productive companies make the most of each meeting. Learn from Apple, Google, and others.

The following is a short excerpt from the article.

Rapid experimentation with meetings in the past decade by startups and Fortune 500 companies alike has produced a new set of rules to consider. Here are three that seem to be universal:
  • All meetings must have a stated purpose or agenda. Without an agenda, meetings can easily turn into aimless social gatherings rather than productive working sessions.
  • Attendees should walk away with concrete next steps or Action Items. We love Action Items here, but we’re not the only ones. From Apple to the Toastmasters, the world’s most successful organizations demand that attendees leave meetings with actionable tasks.
  • The meeting should have an end time. Constraints breed creativity. By not placing an endtime, we encourage rambling, off-topic and useless conversation.
Of course, there’s no need to stop there. Truly productive companies always continue tweaking to suit their specific culture.

Your meetings can be productive. To read the entire article and hear what Apple and Google do, click here.


The Problem

Over the past decade the impact of the internet (blogs, Twitter, and Facebook) has replaced the newspaper as the primary source of daily information. With iPhones, iPads, and the ability to send photos or video around the world instantly over the social networks, print is just too slow. Example: video streamed live during the last tsunami, not from the news services, but from individual cell phones.

The Necessary Change

The print media, like the book industry, must adapt to the changes occurring around them. Publishers realized when ebook sales surpassed print book sales, several quarters ago, that they must embrace what they have resisted for so long. The print newspaper industry must also adapt or perish. Without the meager addition of online sales the newspapers would be back to the 1950’s revenue.

Impact on You

We are all susceptible to change, which remains constant. Humans are the most adaptable creatures on the planet and businesses must also be adaptable. Look around and see what technology or resource you are resisting to adopt. It may be just what you need to prepare for the future.

MUNICH, GERMANY - JANUARY 22: Thomas Goetz of WIRED speaks during the Digital Life Design conference (DLD) at HVB Forum on January 22, 2012 in Munich, Germany. DLD (Digital - Life - Design) is a global conference network on innovation, digital, science and culture which connects business, creative and social leaders, opinion-formers and investors for crossover conversation and inspiration. (Photo by Nadine Rupp/Getty Images)

The following is an interesting article:

How To Predict the Technological Future, According to Wired By Torie Bosch

A financial advisor must have the best tool to excel in the marketplace today. We will present in a 1 hour broadcast call:
  • The Best Practice Tool
  • The Best Presentation Tool
  • The Best Process Tool
Tool #1 - The Best Five Questions to prepare for all meetings and appointments. Eliminate confusion and prospects’ lack of action.
Tool #2 - The Best PowerPoint Presentation to focus on the major concern of this generation and position you as the solution for your prospects’ needs.
Tool #3 - The Best Investment Process is also the simplest to implement and maintain. Focus your time on your client relationships and protect their assets.
  • Pre-call PDF
  • One-Hour Conference Call on the Three Tools
  • Five Questions Worksheet
  • PowerPoint Presentation for Prospects with notes
  • Free trial to Best Counter Intuitive Solution
Dates: April 4 or 25 (attend either)
Time: 4:00 pm Eastern (1 hour call)
Dial-In Number: 206-402-0100
Caller PIN: 876422#
TO REGISTER: Send your name, firm, and email address to

This is a simple tool to help you incorporate a new habit into your life or practice. Decide on some activity you want to do daily and check of each day it is done. See how many consecutive days you can do. It will not be long before the activity is a habit.

Link to download it here.

Happy New Year to all.




We all know how difficult it is to get predictions right.  And even when the forecaster is extremely knowledgeable about the topic—maybe even the world’s leading expert—the prediction is often wrong.  Why does that happen?

In a great post about predictions, Phil Birnbaum notes, “The problem is that no matter how much you know about the price of oil, it’s random enough that the spread of outcomes is really, really wide: much wider than the effects of any knowledge you bring to the problem.” (The emphasis is mine.)  In other words, the standard deviation around the mean is so huge that getting it right is simply a matter of luck.

Rather than rely on prediction (luck), we rely on our systematic process to guide our investment decisions.  A systematic process is not always correct either, of course, but the decisions are made on the basis of data rather than relying on luck.

(Thanks to John Lewis for the article reference.)

—-this article originally appeared 9/23/2009.  The spread of outcomes in any situation is really, really wide, and it seems especially so when politics are heavily involved in markets.  The range of outcomes for the peripheral European debt problem, for example, is mind-boggling.  You’re better off sticking to the data than going with an unreliable forecast.

Source - Systematic Relative Strength