Specialties: Strategic and Tactical growth for Membership Organizations, Business Management & Development


Be a Victor, Not a Victim

I’ve been making a lot of calls lately, checking in with friends, family, clients, colleagues—pretty much anyone I can. Everyone is scared. Everyone is worried. Everyone is feeling stressed. But I’ve noticed that not everyone is dealing with that fear, worry and stress in the same way.

Succeed—and Stay Sane—While Working from Home

By Kay D. Congdon, Marked by Excellence
Many people work from home or remotely every day and have done so, by choice, successfully for years. They have figured out and finetuned over time the formula that best suits their personality, learning style and organizational needs. For so many of us, though, this remote, work-from-home world is new, and it comes at a time when we are all worried about how the COVID-19 pandemic is affecting us, our families, our friends and our communities. If you’ve never worked from home, you may be wondering how you can possibly succeed at it now, in such a stressful time and without your own formula, without practice, without the desire to even do it in the first place.

Finding Clarity in Chaos

Maybe some of you have talked to my amazing assistant Tessa. If not, you may have seen her name in my post Free Yourself from Your Business. I have always believed in the value of a great assistant: someone who can take on some of those daily tasks so you can focus on the bigger picture and give you the confidence that things will keep getting done even when you’re away from the office.

How Will I Make Money?

I was drinking my coffee this morning, asking myself the same question I’ve been asking myself for the past several days: How am I going to make money this month? Or next month?

Free Yourself from Your Business

I’ve been talking so much about freeing yourself from your business that I’m surprised no one has said to me, “Okay, Jim. How? How do I free myself from my business? Because I’m so not-free from my business I can’t imagine how to get there.”

What’s Standing in Your Way?

I was recently asked by a colleague how I provide simple solutions for my clients. His theory is that the best services don’t bog clients down with complexity; they provide clear, effective solutions that are easy to understand and implement. I couldn’t agree more; it’s why I’ve been talking about freeing yourself from your business this year. What the vast majority of people I talk to want is to simplify their work and their lives so they can enjoy their time on this earth more.

Don’t Let the Bad Days Get You Down

Someone recently asked me if I ever have bad days. I actually get asked that question pretty frequently. I think it’s because when people see me, I’m usually happy. After seeing me being so positive and energetic all the time, some of them start to wonder if I’m ever anything other than positive and energetic, and that leads them to ask if I ever have bad days.

Living Is More Than Just Working

I got one of those emails last week that makes your day. It was a thank-you note from one of my clients, and in it she wrote, “The business is doing so well, and I have a personal life for the first time in 18 years.”

Creating an Environment for GREAT Things to Happen

Look around your office. Do you like what you see? Is your environment organized and inspiring or chaotic and unproductive? Would you want to work for you? Great work comes out of a GREAT environment, an environment that incorporates five components that create a supportive, ordered, motivating workplace.

What Are Your Plans for the Year?


Strategic Planning is only for the corporate world, not a small business owner right?

Strategic planning has the misconception of being time consuming, labor-intensive and intimidating to most small business owners, which makes it an easy task to procrastinate. Even when you do get around to it, having the vision of five years from now tends to be elusive and indefinable as you struggle in the day-to-day scramble of right now. It often-times leaves you wondering how relevant is this to me and is it even worth it?

So often small business owners have insights into their business with great intentions and expectations of implementing them, but it just falls to the wayside of the impatient clients and putting out fires. Everything else becomes more critical than the most important things that will move their business forward.



Companies we’ve worked with
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Organizations we’ve worked with
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Franchises we’ve worked with
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Associations we’ve worked with
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