The Secret To Advancing Leadership Positions at Work


The More You Give The More You Get – A Life Truth

Back in December 2014 I received one of the best gifts I could have ever imagined from my team.  They gave me a gift card to KIVA.  If you are not familiar with Kiva, it is a non-profit organization with a mission to connect people through lending to alleviate poverty.  Kiva does this by leveraging the … Continue reading The More You Give The More You Get – A Life Truth


Career Advice You Wish You Had Received

I have been asked to participate in a panel discussion on Career Advice I wish I had Known Earlier On. I am looking forward to this panel discussion.  I will share the results of the session and post my thoughts on the subject after the meeting (it is being held in early March 2015, so stay … Continue reading Career Advice You Wish You Had Received


Financial B-OK

This page is dedicated to developing a Full Financial Body of Knowledge (BOK) from a business and personal financial planning perspective.  This page is geared for Millennials and all others that want to learn and expand their financial knowledge.  The approach will be -comprehensive, -critical thinking in nature and contrarian (at times) in comparison to … Continue reading Financial B-OK


Ray Dalio and Bridgewater Associates – How the Economic Machine Works

Ray Dalio, the largest Hedge Fund Manager of Bridgewater Associates with over $165B under management, has come to the conclusion that it is important to share his framework on macro economics.  He has put together a great 30 minute animated video that is simple yet smart.  His approach is based on an understanding of how … Continue reading Ray Dalio and Bridgewater Associates – How the Economic Machine Works


Peter Thiel and Warren Buffett Have Interestingly Similar Views

This weekend I finished reading Peter Thiel’s Zero to One: Notes on Startups, or How to Build the Future  which debuted this past week.  It was a great read utilizing interesting methods to deliver his message whether philosophical, Shakespearian or contrarian.  I would recommend folks reads it and consider the messages being delivered.  Interestingly, I found several of … Continue reading Peter Thiel and Warren Buffett Have Interestingly Similar Views


IBM Co Investing in Training – Employees Staying Relevant in this Fast Pace Technological Society

Computerworld broke this week that IBM recently distributed a letter to a select group of IBM employees.  According to Computerworld, a copy of the Sept. 12 memo was sent to IBM employees in its Global Technology Services strategic outsourcing group. The memo sent to affected employees opens by telling the impacted employees that an assessment has revealed “that some … Continue reading IBM Co Investing in Training – Employees Staying Relevant in this Fast Pace Technological Society


Instead of Being Interesting, Be Interested…..In Constantly Learning.

I recently read a Harvard Business Review article: The Best Leaders are Insatiable Learners. The author, Bill Taylor, discusses one of the more revered and read speeches of John Gardner  and the importance of constantly learning, growing and renewing yourself.  If you are not familiar with Gardner, you are in for a treat once you … Continue reading Instead of Being Interesting, Be Interested…..In Constantly Learning.


The $6.6 Trillion Dollar Gap

Tomorrow marks the 40th Anniversary of The Employee Retirement Income Security Act (ERISA) that was enacted on September 2, 1974.  The history behind ERISA is quite interesting.  At that time pensions were popular yet there was not a lot of rules in place and enough situations occurred that required legislation to be enacted.  Back then, … Continue reading The $6.6 Trillion Dollar Gap


McKinsey’s: The Seven Traits of Effective Digital Enterprise

I host a series of mentor sessions, which I truly enjoy. It gives me an opportunity to share great materials and learn from the mentees.  For this week’s session, I had the team read “The Seven Traits for Effective Digital Enterprises” by Tunde Olanrewju, Kate Smaje and Paul Willmott of McKinsey. Some take a ways … Continue reading McKinsey’s: The Seven Traits of Effective Digital Enterprise


The World in 2050 – Its Happening Now

I have been a big fan of Dr. Peter Diamandis who is the Founder of the X-PRIZE Foundation and the Co-Founder of Singularity University.  I recently saw him speak in the Fall and truly enjoyed his discussion.  Both the X-PRIZE and Singularity University are focused on utilizing technology to stimulate groundbreaking, disruptive thinking and solutions aimed … Continue reading The World in 2050 – Its Happening Now


Barron’s: Accounting Games Companies Play

Each Saturday morning I look forward to my electronic copy of Barron’s.  It is to those who enjoy a morning cup of coffee and the paper my equivalent enjoyment. Barron’s offers a section called “other voices” which is the ability for others to write a 1000 word essay or less with their thought provoking views. … Continue reading Barron’s: Accounting Games Companies Play


Leadership Observations and Mantras

08232012 mentor circle_presentation_-_observations_and_mantras_08232012-2 from Rachel Ybarra


Top Five Wealth Building Factors

Today I found this Survey $25 Million Plus Investors 2012 by Spectrum Groups.  The site had some good insights that I would like to share plus I added my two cents.  Here are their top five factors: 5)  In the Right Place at the Right Time Being in the right place at the right time.  For large investors … Continue reading Top Five Wealth Building Factors


Engaged Employees Equates to Success for All


Save Yourself the Energy and Help Business Get Back Value – Opt Out

If you receive direct mail and you do not respond, save yourself the energy and the soliciting company some cold hard cash and OPT OUT.   There are options to reduce or permanently opt out of receiving offers: Opt Out for Five Years – Call 1-888-5-OPT-OUT (1-888-567-8688) or visit www.OptOutPrescreen.com Opt Out for Life – You … Continue reading Save Yourself the Energy and Help Business Get Back Value – Opt Out


Warren Buffett – Value Strategy on Purchases

I am listening to an audio of the life of Warren Buffett called The Snowball. Interesting observations so far (half way through the audio book). While these are not overt observations depicted in the book, you can draw the conclusions. For most folks, their home is where a majority of their wealth is resides. At … Continue reading Warren Buffett – Value Strategy on Purchases


Internal Controls and Accountability – Corporate Culture Necessities

This week another “what is going on” happened in the financial industry.  This time it is UBS and 31-year-old UBS trader Kweku Adoboli who is accused of rogue trading with estimated losses now closer to $2.3B.  The activity had been occurring for the last three years but according to UBS it just recently uncovered the … Continue reading Internal Controls and Accountability – Corporate Culture Necessities


Learn from History: Transparency in Corporate Culture is Essential

I am watching a rerun of “Enron: Smartest Guys in the Room“.  Had the Stockholders had transparency into the company, the corporate culture and the legacy of leadership decisions, things would have been different.  A sad story of how so many people on the inside knew or sensed much but said little until it was … Continue reading Learn from History: Transparency in Corporate Culture is Essential


Corporate Culture and Steve Jobs. It is a Company Valuation Discussion.

Steve Jobs announced his resignation and CEO replacement this week.  The market flurried on the news, articles and cable segments were plentiful on Job’s revolution of the world, his greatness, his attention to detail, how round two leadership differed from round one and whether Tim Cook could sustain the innovation and therefore the stock profitability. … Continue reading Corporate Culture and Steve Jobs. It is a Company Valuation Discussion.


Social Media Liberates and Amplifies. Do you Feel Like Liberating?

Social media is authenticity with a liberating microphone ready to amplify if we use its power for good. I would encourage leaders to look at the implications of social media more broadly than just marketing and fads.  It really is a liberating tool to express the feelings and thoughts we have about people, companies and … Continue reading Social Media Liberates and Amplifies. Do you Feel Like Liberating?


Be Successful in 2020? Expect to be a Writer, a Mentor and always a Futurist

Want to succeed in business?  By 2020, I predict we are all going to be measured, in some degree, by how much we share our knowledge with others in personal and written form, how many people we help in their business life and how we educate and empower.  I predict: 1)  Professor’s transition from lecturers … Continue reading Be Successful in 2020? Expect to be a Writer, a Mentor and always a Futurist


There is Truth to Both Sides of Every Story

There is truth to both sides of every story…every time.  In the business environment, look for the truth to the other side of issue, the story, or the problem.  When the two views are complete opposites, try to find the truth that you can live with or the truth that may be hard to swallow. … Continue reading There is Truth to Both Sides of Every Story


Corporate Culture: The Sleeper in a Company’s Valuation Equation

I recently heard a story of a woman who bought a CPA firm.  In essence, she believed she was paying for the client list of the seller.  She had the seller sign a non-compete agreement to protect the customers.  She also agreed to keep the two tenured employees onboard as part of the seller’s request.  … Continue reading Corporate Culture: The Sleeper in a Company’s Valuation Equation


Know Enough

Knowledge is power. The more you know the more you realize you don’t know much. The more you know the more you understand you must have others by your side to fill in the knowledge gaps. The more you know the more you know who you should have by your side. In the future, no … Continue reading Know Enough


Politically Correct…Not Us.

Tim, one of your employees, comes into your office full of “you know what the problem is”…his saying for just about every issue he has uncovered.  He has done it enough that you know it is his “go-to-line”.  You think to yourself, “wow he has superhero vision, since he sees all the problems of the … Continue reading Politically Correct…Not Us.


People Take Care of People…Period.

Thanks to Social Media, we are seeing just how communal and supportive people are to one another.  Our most basic needs to be socially and emotionally connected are being met in a broad and sweeping way.  It is an amazing new frontier we are experiencing and the business world is catching on in droves.  You … Continue reading People Take Care of People…Period.


A Hiring Manager’s Wish: The Ultimate Job Seeker

Like anything beautiful, great and unique, I have learned anything worth having comes with a hefty price.  In this case having a great team means the selection process is comprehensive and thorough. For the positions I am filling, I receive many resumes and frankly I think I spend more time reviewing than most others.  The … Continue reading A Hiring Manager’s Wish: The Ultimate Job Seeker


Millennial are Good Partners Full of Purpose and Community.

This Saturday I attended the Dallas Hispanic Youth Institute 2011 kickoff session.  There were probably 200 students in attendance that participated in the 4 day, 3 night series of events and workshops.  I wanted to attend the closing ceremony to witness for myself the program’s progress and see the beauty of the enlightened students. I … Continue reading Millennial are Good Partners Full of Purpose and Community.


The Power of Team Means Invincible

Below is a condensed excerpt a note I wrote to my magnetic group on the power of team. I was reminded time and again this weekend about the concept Team is Everything.  This past weekend, I saw a movie about a team of escaped prisoners from Siberia in 1940 who traveled over 4000 miles from Russia to India … Continue reading The Power of Team Means Invincible


The Day You Get Promoted by Election

Imagine the Day When Your Promotion is not by your boss or what others leaders have heard about you and your past performance.  Instead, you are promoted based on an election of the people you will be managing in a team environment.  They pick you based on what they thought of your past performance, previous … Continue reading The Day You Get Promoted by Election


Be a Connector

In continuation of the series Keep your Business Relationship Healthy and Sustainable let’s continue the 10 things to bring to a healthy business relationship.  For today’s post, we are going out of order, as that is part of what makes for good conversations…a little twists and turns. Be a Connector by bringing people together, building a … Continue reading Be a Connector


Respectful Opinions Speaks Volumes about Yourself

n response to some blog banter, I felt inspired or maybe it was compelled to respond.  For all of us who get nay sayers or maybe even worse outwardly critical and destructive comments, keep the below words of support in your heart when you hear their comments. “Max, You will have many folks over your … Continue reading Respectful Opinions Speaks Volumes about Yourself


Every Dream Every Action Every Word Resides Within You

http://www.huffingtonpost.com/russell-simmons/confessions-of-a-serial-e_b_870799.html Russell, I appreciate your words of wisdom and inspiration.  Success requires tenacity and to some extend a deaf ear to those that wish to see only the negative and not the possible.  Keep giving the message and pushing people out of their comfort zone.  Having met many people over the years that are out … Continue reading Every Dream Every Action Every Word Resides Within You


Keep your Business Relationship Healthy and Sustainable

You have seen those men and women that have been married for years and have let themselves go whether extra weight, outdated look, or the loss of pep that made the other like them so much.  Folks get settled into what is comfortable, easy and things just start to lose importance.  Before you know it, … Continue reading Keep your Business Relationship Healthy and Sustainable


Be Accountable to Each Other. Dismiss Cynicism

“The problems of the world cannot possibly be solved by skeptics or cynics whose horizons are limited by the obvious realities. We need men who can dream of things that never were.” – John F. Kennedy It is unfortunate that we do not yet see what must be clear before real change will happen. By … Continue reading Be Accountable to Each Other. Dismiss Cynicism


You want to Get Great…You must be willing to Give Good first.

“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” – Maya Angelou Amen.  I am one of those loyal customers.  You know the ones you small business owners salivate over.  The ones that will drive 30 minutes out of their … Continue reading You want to Get Great…You must be willing to Give Good first.


Team is Everything

When you figure out this life truth, then you will know that we are all connected and the power for success resides more on our side than on the site of fate.  Team means you play for one goal, you share the credit and you play to your team member’s strengths.  In your business, you … Continue reading Team is Everything


Get Inspired

You are one of nearly 6 million; you employ 59 million people with a payroll of $2 trillion annually.  It is because of you that our economy leans on.  In my opinion, your grit, determination and perseverance helped to sustain us through this great recession. As you go forward, your strategic and tactical decisions will … Continue reading Get Inspired


Welcome to i5impact. Where Life Truths are Applied to Business with Impact!

Welcome to i5impact!!  Innovative, Inspirational, Intellectual, Informative and of Integrity is what i5impact is all about.  This is for business leaders and employees to take their business to top performance using these principles.  Competing in a global world requires collaboration and the i5. If you like what you see, please share this with your friends, … Continue reading Welcome to i5impact. Where Life Truths are Applied to Business with Impact!


Latest Articles

The More You Give The More You Get – A Life Truth

January 27, 2015

Back in December 2014 I received one of the best gifts I could have ever imagined from my team.  They gave me a gift card to KIVA.  If you are not familiar with Kiva, it is a non-profit organization with a mission to connect people through lending to alleviate poverty.  Kiva does this by leveraging the … Continue reading The More You Give The More You Get – A Life Truth

Career Advice You Wish You Had Received

January 26, 2015

I have been asked to participate in a panel discussion on Career Advice I wish I had Known Earlier On. I am looking forward to this panel discussion.  I will share the results of the session and post my thoughts on the subject after the meeting (it is being held in early March 2015, so stay … Continue reading Career Advice You Wish You Had Received

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