A colleague mentioned that he was not able to meet with me over the weekend. He was attending a “Wisdom Weekend” course and would be tied up. Really? Wisdom in only one weekend? I chuckled and made some comment about how he’d be really scary if he had any more wisdom and wondered if he was teaching the course. But of course, this conversation started me down yet another rabbit hole of inquiry. What is wisdom?

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The great corporate counselors I have encountered gauged the business owner’s or executive team’s tolerance for risk, presented their ideas for balancing the risk with the business goals and then helped the decision makers move the company forward. It’s the same with the the best financial professionals I’ve met. Rather than simply account for transactional history, or be a roadblock to funding projects, they managed to understand the company strategy and advise the decision makers on the BEST way to fund a project along with all the known consequences for the corporation.

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