April 12, 2024

Friendship: More precious with age.

“There are three things that grow more precious with age; old wood to burn, old books to read, and old friends to enjoy.” – Henry Ford This week, I had the pleasure of seeing three of my old friends. While I don’t see them often enough, I truly value each of them and we definitely have history together. I’ve known each of them for more than 30 years. We all started in business together at different times and different places. But, somehow, these relationships haven’t changed. While distance has kept us apart, somehow, time has actually brought us even closer. I guess […]
April 5, 2024

You vs. You

The last couple of days, I’ve had the pleasure of playing in a golf tournament with a dear friend. Man, competition feels so good! Now, I am not good enough or skilled enough to win the event. But I love the feeling of just competing, trying to be my best, pushing myself, striving to win. And golf is such a beautiful game because it leads me to focus so intensely, in a way that I can only focus for short periods. As a society, in so many ways, we have forgotten that. In some ways we have adapted a “win at […]
March 29, 2024

Fear vs. Anxiety

I read something interesting in the Wall Street Journal a while ago: “The theologian Paul Tillich wrote about the difference between fear and anxiety. Fear is of something, you can name it and face it, and in the facing of it lift your own morale, show yourself what’s in you. Anxiety is amorphous; it doesn’t quite have an object, it’s a state. And so, it’s harder to shake and no empowering necessarily comes from it. A lot of people this year will have to break down a generalized anxiety into specific fears and deal with them courageously.” That clarity got […]
March 22, 2024

The High Road.

“We like you and we trust you,” Roger said to me. “It’s just so hard for us to let our advisor go,” Sally added. “He’s a friend. He knows us. But he has not taken good care of us, and he knows the way we feel.” “What would you do, Jeremy?” they asked. I thought about it for a moment. I empathized with them. They were in a truly difficult position – one we all find ourselves in at some time: a conflict between social convention and avoiding those uncomfortable conversations versus doing what is clearly best for us. And yet, the answer was […]
March 15, 2024

I’ve never lost a game…

Michael Jordan once said, “I’ve never lost a game, I just ran out of time.” I couldn’t agree more. Read that quote again if you need to. Take it in. You never lose – you just run out of time or in many cases, we give up. Choosing to stop reaching, striving, and fighting is the only way we can lose. At the end of last year and through the first four weeks of this year, it felt like I couldn’t get a deal done. Not one. It wasn’t necessarily that people were saying no; I think I was just telling […]
March 8, 2024


One of my mentors once told me, “Manage your weaknesses but develop your strengths.” Many of us struggle with this equation, especially early on in our professional careers. We feel we need to work tirelessly on our weaknesses, ensuring our skillset is at least adequate across the board. Instead, the ticket to success is developing your strengths. If you’re 5’10”, the fact is you will never be 6’5. Manage and accept that. Sure, I encourage you to be who you’re meant to be, and I’ll never discourage someone from following their passion or goal, no matter where they’re starting. But be […]
March 1, 2024


The banker called him into his office on a Wednesday and informed the man that his business was no longer welcome at the bank. The banker said that the man “simply did not have enough equity.” Even though the business had more than doubled every year in each of the last five, the bank simply did not want to lend any more money (never mind that the lines of credit had been paid on time and kept at zero until needed). Feeling defeated, the man went down the street to visit another bank. Upon arrival and further discussion with the bank’s […]
February 23, 2024

Is it too late for you?

Is it too late for you? Do you feel like you’re too far behind? Does the mountain you need to climb to reach your goals look too high to climb? Or, maybe there still is time, and you’re just one decision away. Consider these iconic business innovators and the age at which they started: Henry Ford, Ford Motor Company: 40. Christian Dior, Dior: 41 Sam Walton, Walmart: 44 Bob Parsons, GoDaddy: 47 Bernie Marcus, Home Depot: 49 Ray Kroc, McDonald’s: 52 Chaleo Yoovidhya, Red Bull: 53 Harland Sanders, KFC: 62 Bill Porter, e-Trade: 63 The year started fast, and now, […]
February 16, 2024


Geese fly in tight v-formations. I read that the geese in the rear of the formation, cruising in the backdraft, only have to work 70-80 percent as hard as the leaders. The whole flock can travel much farther and achieve more by staying together and in formation, true teamwork. Racecar drivers, cyclists, and even runners know this well and use it to their advantage. Leaders always work the hardest – and risk the most. What we all choose to be in life, business, friendship, or even in our relationships is OUR choice. Do we lead from the front, work harder, […]
February 9, 2024

Compassion is the answer

“Thanks for the talk, JD,” Gary, a longtime client, said. “We are so appreciative for everything you do for our family.” “I echo Gary. It’s reassuring to know we are in good hands,” Joy, Gary’s wife, added. And another one… “Hello, friends,” said Carol, a mutual friend. “Jeremy meet Tanya, and Tanya meet Jeremy. As discussed, Jeremy is the financial advisor that has changed my life and who has connected me with the best of the best. ‘Would love for you guys to connect too.” This is what it should be about – positively impacting the lives of those around us, always. ‘Recognizing the effort […]
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