ADDITIONAL RESOURCES

Scott Leonard, CEO sailing around the world with his familyThe Navigoe website and blog: www.navigoe.com/

To learn more from the expert consultants discussed in the book:

The Kolbe Corporation, www.kolbe.com. Kathy Kolbe, founder, David Kolbe, CEO, and Amy Bruske, president. P: 602-840-9770 E: info@kolbe.com.

Gallup Strategic Consulting, gallup.com/strategicconsulting/en-us/main.aspx?ref=b.

Clifton StrengthsFinder, gallup.com/strategicconsulting/157208/achieving-greater-performance-strengths.aspx.

Career Anchors Self-Assessment www.careeranchorsonline.com/SCA/about.do?open=prod.

My Virtual COO, www.myvirtualcoo.com/. Jennifer Goldman, president. Contact: info@myvirtualcoo.com.

Texas de Brazil, www.texasdebrazil.com/. “10 Tips for Great Grilling from Texas de Brazil culinary director, Evandro Caregnato,” www.texasdebrazil.com/menu/meats.

Books and DVDs by Tony Buzan, www.tonybuzan.com/books/.

Mark C. Tibergien, CEO and managing director, Pershing Advisory Solutions, LLC, www.pershing.com/about_us/mark_tibergien.html.

Rebecca Pomering, CEO and principal, Moss Adams WealthAdvisors, www.mossadamswealthadvisors.com/About-Us/Our-Team/Rebecca-Pomering.

Dan Seivert, CEO and Managing Partner, Echelon Partners, investment bankers, wealth consultants, and valuation experts, www.echelon-partners.com/.

To explore the resources of professional services associations:

Financial Planning Association, www.fpanet.org/. FPA events and conferences site for professionals: www.fpanet.org/professionals/

EventsConferences/Conferences/. FPA regional chapters, www.fpanet.org/professionals/Connect/Chapters/. The FPA’s great practice management blog, http://practicemanagementblog.fpanet.org/.

The National Association of Personal Financial Advisors, www.napfa.org/. NAPFA events, www.napfa.org/conferences/NAPFAEvents.asp.

Certification resources: CFP Board is a nonprofit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics, and other requirements for CFP certification. www.cfp.net/home.

American Bar Association, www.americanbar.org/aba.html.

American Medical Association, www.ama-assn.org/ama.

American Accounting Association, http://aaahq.org/.

National Society of Accountants, www.nsacct.org/.

Association of Management Consulting Firms, www.amcf.org/.

Customer Relationship Management (CRM) Software

PC Magazine’s CRM reviews and resources, www.pcmag.com/products/1627.

Salesforce.com, www.salesforce.com/.

Microsoft Dynamics: www.microsoft.com/en-us/dynamics/crm.aspx?WT.srch=1&WT.mc_ID=DYNAMICS_US_SEM_GA.

I highly recommend the research and publications of the Kauffman Foundation:  

Data and surveys: www.kauffman.org/researchandpolicy/entrepreneurship-data.aspx.

Entrepreneurship tools, strategies, applied knowledge: www.kauffman.org/Section.aspx?id=Entrepreneurship.

Education: www.kauffman.org/Section.aspx?id=Education.

Areas Where Navigoe Uses Outsourced Consultants and Experts

Marketing

Web design

Search-engine optimization (SEO)

E-mail marketing.

Social-media consultant

Blog

Compliance

Compliance consultant

Email monitoring and retention

CRM process to remind our compliance officer to do necessary reviews

Legal

Compliance

Corporate agreements

Client agreements

Accounting

Bookkeeping

CFO level consulting and strategy

Accounting firm for tax preparation and strategy