25 Things You Didn’t Know About…Keats, Connelly and Associates LLC

From time to time, we are borrowing one of our favorite Facebook creations – the sometimes-maligned but always fun “25 Things” – to offer fun facts about us, our clients and some great people in the community. Yeah, we know US Weekly does it too. But we started first!

The man himself - co-founder, author and frequent media darling Bob Keats

Today, we are spotlighting a client – Keats, Connelly and Associates, LLC (KCA), the largest wealth management firm in the United States specializing in cross-border issues.

  1. KCA is celebrating its 20th year in the Valley throughout 2010
  2. In the 1970’s before there ever was a KCA, a Canadian executive named Bob Keats was working in finance in Calgary, where approximately 40,000 Americans worked or lived most of the year.
  3. Keats was inundated with questions from these Americans on finances and taxes on almost a daily basis. In all cases, he was able to find suitable answers for all American needs.
  4. However, the role was quite reversed when he transferred to Arizona in 1983, where there were tens (now hundreds) of thousands of Canadians living and working in the state and no one to help any of them.
  5. So, in 1990, Keats and others founded KCA’s first office in Phoenix. During this time, Keats affectionately remembers “eating grass” and hiring on his son part-time to get by.

    The Border Guide - now in its 10th edition!

  6. In 1992, Keats worked with Self Counsel Press to publish The Border Guide. Keats wrote The Border Guide for both Canadians and Americans, regardless of which direction they may be moving or investing – this ballooned the business!
  7. The book became a Canadian bestseller and is now, all these years later, in its 10th edition.
  8. Keats hired on Dale Walters, CPA, PFS, CFP® (U.S.), CFP (Canada), in 1994. Walters quickly displayed his talents and leadership skills and was put in charge of the tax department, then the financial planning department and eventually became the CEO in 2004.
  9. Walters is good with his head and his hands – he is also a four-time karate heavyweight champ!
  10. The firm has been named one of the top CPA/financial planning firms in the country by CPA Wealth Provider Magazine – twice!
  11. In 2007, the team at KCA had 15 minutes of fame, starring in a home

    The KCA team ready for their close-up being filmed for a reality show while volunteering

    improvement program called the Carefree Gardener. They worked with the host of the show to re-model a backyard for the Save the Family Foundation of Arizona.

  12. KCA now has 30+ employees from the United States, Canada and Germany.
  13. KCA has expanded from just the Arizona office – they now have offices in Florida as well.
  14. They also expanded to offer life planning and financial coaching to their clients.
  15. The well-tuned firm has been honored by the Better Business Bureau for its ethical practices and by several other organizations as a “Who’s Who in Business,” a “Wealth Management Top Dog,” a “Company to Watch,” an “Impact Award Winner,” and as “Volunteers of the Year.”
  16. In recent years, the firm also expanded with a sister company, Cross Border Tax & Accounting (CBTA).
  17. KCA has gone green in its 20th anniversary year by moving to solar power, recycling programs and more.
  18. KCA president Keats was recently interviewed by the Wall Street Journal’s Financial Advisor on how Canadians can purchase property in the United States.
  19. KCA staff planner Virginia E. Dhondt was recently named president of the Financial Planning Association of Arizona.
  20. KCA director of financial planning Sally Taylor was profiled in the May Issue of Scottsdale Health Magazine.

    KCA's own Sally Taylor during a photo shoot for her May 2010 Scottsdale Health Magazine Profile

  21. Keats recently contributed to a colleague’s book with his cross border expertise – The Trusted Advisors Survival Kit.
  22. Today, the firm’s clients come from all over the world, so much so that they are looking to expand internationally by opening a Canadian office and offering planning to people looking to buy property or invest in Mexico.
  23. They are also in the process of adding planning services for those working, living and investing in both the United Kingdom and United States.
  24. In 2008, KCA announced its plans to transition ownership of the firm to a handful of employees gradually over a 10-year period.
  25. Walters has been honored as one of the country’s top financial planners.

And, a bonus – KCA has been an HMA client since 2005.

HMA Book Club – #EngageOrDie

The one-and-only fireplace conference room at HMA World Headquarters

Or, as I have subtitled it: My Social Media-Marilyn Monroe Epiphany

Each month, Team HMA gathers round the fireplace (seriously, we have one in our office) while one of our team members gives book report. Each book must be focused on or about our industry, and each report is then offered to the community-at-large via our many social media portals (HMATime – our blog - being the first touch point).

My problem?

My favorite "easy read" of all time from Ms. Collins, Lady Boss

Unless the words “seduction,” “murder” or ”web of deception” are on the back-cover synopsis –  or unless the author is Jackie Collins or Candace Bushnell – I sometimes have a problem focusing.

Which makes me the perfect person to read and report (in my own special way) on Engage! by Brian Solis.

 Here’s why:   

My book report focus - Engage!

Like most of us (admit it!), I waited until the very last possible moment to read my book report book – Sunday night well after midnight.

I also waited until the last possible moment to work out.

I also waited until the last possible moment to watch this week’s episode of Forensic Files and my DVRed movie of the week, Gentlemen Prefer Blondes with Marilyn Monroe and the underrated Jane Russell.

Like most of us, I decided I could easily do all three things at once.

And then, just as Jane Russell was about to sing “Ain’t There Anyone” on the fictional movie cruise ship, and I passed the eight-mile mark on the stationary bike, there it was…the link.

Solis’ book spoke to me right then – it talked about many generations, but mostly my generation’s compulsion to multi-task. And then how the compulsion is compounded exponentially if you are in the communications industry.

We try so hard to do so much at once – and so hard to keep up with the evolving world of social media – that we are even getting social media fatigue, and I would guess several other kinds of fatigue (I sure was trying to sing along to my movie, pedal, read and take notes!).

After that, Solis had my attention. I even paused the movie.

Once he had my attention, he made one of the best observations about WHY social media is so successful, and why it is here to stay.

Because we all love ourselves and think we are brilliant.

He asserts in the book that the world of social media is called many things – blogosphere, Twitterverse, Web 2.0 and so on. However, what it should be called, is the STATUSphere. And it revolves around our EGOsystem. Mine, apparently, is HUGE.

Yep, social media did NOT re-invent the wheel. Instead, it is simply the most effective way for us to talk about us (or extensions of us including our businesses, brands, events, products, friends, family, etc…).

Monroe CLASSIC - and a Bailin family favorite film selection

After that, I needed a brain break and started the movie back up. It was during one of the final scenes when Gold Digger Marilyn Monroe is confronted by her soon-to-be father-in-law (a millionaire, natch). He criticizes her for simply going after his son, Gus, for his money.

Au contraire, daddy.

Marilyn explains: “I don’t want to marry him for his money, silly. I want to marry him for YOUR money!”

And I kid you not, a moment later I picked up my book again just as Solis was explaining that while we want OUR friends to pay attention to our tweets, blogs and other social media brilliance, what we really want is for THEIR FRIENDS to pay attention. Our goal is to reach “Friends of Friends” to increase our own EGOsphere!

Just like Marilyn with the fortune!!

From that moment on, he had me focused on how I could most effectively keep my EGOsystem revolving – and evolving.

Some things, in my own words, that I learned (and even got off the bike to jot down):

  • Messages are not conversations so stop talking about crafting them all the time (I love using the word craft though!). Write and communicate the way you talk (like my EGOsystem did above with the biking/movie/procrastination introduction).
  • Communicate with PEOPLE, not targets or target audiences – hmmm, perhaps we will have to eventually change the “target audience” portion of the Copper Anvils?
  • Make a connection – or ENGAGE.

    Brian Solis' Brilliance - in a nutshell (or nut circle)

  • There is more out there than Blogs, Facebook, LinkedIn, You Tube, Twitter, PitchEngine and Foursquare – and my goal is to start adding to my social media arsenal each month, starting now by Digging things each day, letting people know what’s Delicious, and copying all of my fabulous photos from Kodak Gallery to PhotoBucket. I’ll let you all know how it goes and what’s on tap for August (hint – Flickr and Reddit will be on the list).
  • Be believable rather than “transparent.”
  • My social media strategy needs to focus on authenticity, wisdom (or at least sharing others’ wisdom!), engagement, participation and reflection so I can reach my new goal of trust, loyalty and authority.
  • It’s okay to consider paying to increase fans in the social space – this is a hard one to swallow but in moderation I will look into it.
  • While I will never know how to do SEO, or Search Engine Optimization, without outside help, I can become a resource for SMO, or Social Media Optimization with tags, titles, descriptions, links, photos, enhanced distribution channels and more.
  • The “Seven C’s” of communication should still be used – clear, concise, concrete, correct, coherent, complete and courteous.
  • I want to be “Middle Magic” – or at least engage in a meaningful way with those who are.
  • I still have a lot to learn – case in point – the last 80 or so pages were above my head for now, but will be reexamined for a second post.

Oh, and My Space is getting less and less of a “Place for Friends” and more a place for music when folks need a short break from Facebook.

Please feel free to give us comments on your thoughts about the book or how your businesses is using what it learned from the book. We’d love to hear from you below!

Oh, and apparently, we are all a little like Marilyn – we are social media gold diggers.

A Tip for Tuesday – Put It Out There

Today’s tip is dedicated to putting it all out there – good vibes, that is.

Sure, everyone from Tony Robbins to the Church of Scientology have made a mint preaching about the power of positive thinking and visualizing what you want to make it happen. But there is something to it – in fact, HMA just finished an exercise in this very thing and was delighted by the result!

So, let’s look back to one of the pioneers of the power of positive thinking – the man who literally wrote the book on it – Norman Vincent Peale. Some of his thoughts on, well, positive thoughts:

  • When life hands you a lemon, make lemonade.
  • Drop the idea that you are Atlas carrying the world on your shoulders. The world would go on even without you. Don’t take yourself so seriously.
  • Joy increases as you give it, and diminishes as you try to keep it for yourself. In giving it, you will accumulate a deposit of joy greater than you ever believed possible.
  • Believe it is possible to solve your problem. Tremendous things happen to the believer. So believe the answer will come. It will.
  • Never talk defeat. Use words like hope, belief, faith, victory.
  • The trouble with most of us is that we would rather be ruined by praise than saved by criticism.
  • A positive mental attitude is a belief that things are going to turn out well, and that you can overcome any kind of trouble or difficulty.
  • Empty pockets never held anyone back, only empty heads and empty hearts can do that.

How do you inject the power of positive thinking into your industry, job and/or life?

#MediaMonday Extra

A bonus #MediaMonday for you this fabulous first of the week, courtesy of Phoenix Television Examiner Scott Davis, all about “Newsies who Tweet.”

Get the scoop here.

#MediaMonday – Vicki Louk Balint

Vicki Louk Balint in studio - Photo credit Dan Friedman

Each Monday, we are posting a blog to help our readers get to know the media just a little bit better.

With a TWIST!

No, we aren’t posting story pitch tips or media lists, but instead great stories from the media themselves about their lives, their work and other little known facts! Think of it as your first “networking” opportunity of the week!

Today’s #MediaMonday comes to us from Vicki Louk Balint, multimedia journalist for Raising Arizona Kids.

So, Vicki, time to share!

What do you want to tell the blogosphere about yourself today?

I’m fascinated by a good story. I majored in English in college because I love reading a story; I became a journalist because I love telling a story. Right now I’m working on editing the podcast interview we did with Phoenix Mercury GM Ann Meyers Drysdale and two of her children.

I have a terrific husband, four fab kids, and three snoring dogs. My oldest daughter is in med school, I’m always flattered when people say she looks like me. My oldest son is in China, I miss him so much I can hardly stand it. My younger son will be the Boston College mascot, “Baldwin,” this fall. I love shopping for shoes with my youngest daughter at Barney’s. She made me buy the Louboutins.

My favorite dessert is the chocolate crème brulee at Petite Maison in Scottsdale. The best iced tea is at La Grande Orange. The edamame ravioli at True Food is to die for. If you like sangria, you’ve got to go to Havana Café. Pizzeria Bianco is overrated. Why has it been so long since I’ve been to Coup des Tartes?

I love working with the staff at Raising Arizona Kids because they are hilarious.  Mala Blomquist really does take her Chihuahua, Bonnie, everywhere. Dan Friedman and I have an ongoing contest on who receives the most ridiculous press releases. Thank goodness Michelle Adams and Debbie Davis are there to be the voice of reason. I miss Katie Charland. I don’t think Mary Ann Lieb is afraid of anything. And Karen Barr is not really my sister, although sometimes people think she is.

#MediaMonday – Patty Gannon

Each Monday, we are posting a blog to help our readers get to know the media just a little bit better.

With a TWIST!

No, we aren’t posting story pitch tips or media lists, but instead great stories from the media themselves about their lives, their work and other little known facts! Think of it as your first “networking” opportunity of the week!

Today’s #Media Monday comes to us from Patty Gannon, Director of Publications for the Arizona Society of CPAs and Editor of AZ CPA Magazine.

So, Patty, time to share!

What do you want to tell the blogosphere about yourself today?

Well, first of all I am flattered to be asked to contribute.  Working in the nonprofit world as editor of AZ CPA, and previously as editor of Arizona Attorney, I am not often identified as “media” and am certainly not as recognizable as most of your previous esteemed guest bloggers!

Second, I would never turn down the request for a story – that would just be “bad karma” as I am usually the one asking for stories!

Working with the members of the Arizona Society of CPAs is one of the highlights of my job. And I can tell you that, contrary to the stereotype, CPAs are exciting, diverse and fun. I have written many stories on CPAs who have done everything from spelunking to saving lives, worked as artists and musicians and who have raced, swam or flown all over the globe.

I have worked in the nonprofit world in publications for most of my career.  I went to ASU and worked at KAET-TV for a short time (Hi Ted Simons!). I have two kids – a son who is a student and an artist, and a daughter who is currently traveling the world working for a major cruise line.  My daughter and I received our black belts in Tae Kwon Do (a great mother-daughter activity I would recommend to anyone), but now I mostly focus on staying in shape with yoga, Pilates, dance and climbing Camelback Mountain with my little dachshund Dudley.

I am an amateur photographer and painter. And I enjoy helping out in the community.

A feature story in Arcadia News highlighting me and my French toast recipe (Hi Christia Gibbons!) has been my only recent “15-minutes” of fame.  But maybe I should have turned down that request for a story, as I have received a lot of “ribbing” from my friends on that one!

Book Club – When Growth Stalls

Even though I graduated from elementary school quite a while ago and it’s summer break, I still can’t get away from book reports! But luckily, this one was enjoyable and quite useful for real life. Per Abbie’s recommendation, I read When Growth Stalls by Steve McKee, an old friend of hers.

Here’s some advice to take from the book:

  • The best management style is authoritative.
  • Change is bad. When a new client is in trouble, it is better to improve what’s already in existence than start something new.
  • Don’t stop investing in marketing during troubled times!
  • Consistency, consistency, consistency

And, here are some excerpts I enjoyed and their relation to HMA Public Relations:

  • P. 2 “As anyone who has started a company knows, in the early days you have to wear a lot of hats. In addition to her role as media director, Pat did the accounting, and I handled sales as well as account management and creative development… So we put our heads down and went to work.”
    • HMA is known for wearing a lot of hats (one of our motos).
  • P. 14 “At some point in almost every company’s history, growth stalls. It doesn’t matter how well the organization is managed, how great its products are, or how appealing its marketing and advertising are. Growth stalls in every industry, it stalls in every phase of the economic cycle, and it stalls no matter who gets elected president of the United States.”
    • No one’s safe.
    • Don’t dread it, expect it.
    • HMA should expect clients to experience stalled growth and we should expect it ourselves.
  • P. 41 “We’ve reached the conclusion that a lack of consensus is the number one internal problem facing stalled growth companies.”
    • This was after he spoke with executives who were successful and not successful.
    • HMA should make a decision as a group and stick to it.
  • P. 60 “Faced with the same problem as Sears—a shifting market throwing its brand identity out of focus—Tidy Cat management responded by sharpening its focus on a narrower, more profitable target. This is one effective way to respond when market evolution slowly degrades the potency of your brand’s appeal.
    • Formerly “Tidy Cat,” they changed their name to “Tidy Cats” because of the success of their Multiple Cat formula.
    • HMA should see what is successful in our business and focus on it. For example, social networking is a new phenomenon and needs to be constantly renewed and reviewed to react to the shifting market.
  • P. 86 “The same is true of marketing investments, as struggling companies in our research admitted that they were less likely to fund their marketing plans sufficiently.”
    • HMA can tell our clients that marketing needs more fuel, not less.
  • P. 100 “Subway knows the importance of staying with a theme, even if it’s not popular with everyone.”
    • Jared Fogle
    • HMA can remember that even if it is a bad theme, companies still see growth with consistency.
  • P. 131 “The purpose of business is to create and keep a customer.”
    • That is where HMA should invest energy and money.
  • P. 181 “O-E-O-E-O is a chain of events that has been affecting your company since the day it was launched… One influences the other in an endless cycle of either loyalty-enhancing satisfaction or loyalty-destroying disappointment.”
    • O=Opinion customers and prospects have about your brand
    • E=Experiences that customers have with your brand
    • HMA needs to make sure we are enhancing customer loyalty.

Steve also had a fun list titled, “How the Class of 2011 will View the World”:

  • They have never “rolled down” a car window
  • They have grown up with bottled water
  • Nelson Mandela has always been free and a force in South Africa
  • U2 has always been more than a spy plane
  • Stadiums, rock tours, and sporting events have always had corporate names
  • American rock groups have always appeared in Moscow
  • Commercial product placements have been the norm in films and on TV
  • Fox has always been a major network
  • Thanks to MySpace and Facebook, autobiography can happen in real time
  • They learned about JFK from Oliver Stone and Malcolm X from Spike Lee
  • Tiananmen Square is a 2008 Olympics venue, not the scene of a massacre
  • They’re always texting 1 n other
  • They never saw Johnny Carson live on TV
  • “Chavez” has nothing to do with iceberg lettuce and everything to do with oil
  • The WWW has been an online tool since they were born
  • Burma has always been Myanmar
  • Food packaging has always included nutritional labeling
  • What Berlin Wall?

A Tip for Tuesday – Some Ideas from Chris Brogan

He practically begs us to steal his ideas, so today’s Tuesday Tip(s) comes from Chris Brogan.  He talks about 50 Power Twitter Tips, with a link back to the 50 previous Power Tips.

#MediaMonday – Craig Harris

Each Monday, we are posting a blog to help our readers get to know the media just a little bit better.

With a TWIST!

No, we aren’t posting story pitch tips or media lists, but instead great stories from the media themselves about their lives, their work and other little known facts! Think of it as your first “networking” opportunity of the week!

Today’s #MediaMonday comes to us from two-time Arizona Republic reporter Craig Harris.

So, Craig, time to share!

What do you want to tell the blogosphere about yourself today?

When I was at the University of Oregon, I once asked one of my college literature professors for help on an essay after he gave me a “C+.” He looked at me and said: “Son, your writing is beyond what I can repair.”

There are plenty of newspaper editors who probably think the same thing, but I have somehow lasted nearly two decades in this profession.

I started my career in Oregon (God’s country), and I have worked in Indiana (definitely not God’s country) and Washington state (a close second to God’s country). This is my second stint at the Arizona Republic (00-06 and 08 to present), and I have covered local government, politics, sports and business. The biggest thrill of my career was interviewing Billy Graham.

My biggest accomplishment is my family. I married up as my wife has a doctoral degree and is a professor. Thankfully, our kids got her brains, good looks and kind heart. My only complaint with my wife is she starts most days by reading Clay Thompson’s Arizona Republic columns. She usually laughs out loud and then reads the column to me while complimenting his writing talents. Clay would have received an “A” in my college lit class.

Also, I love sports and dreamed of pitching for the Yankees as a child.

In high school, I was the No. 7 pitcher, which means I sat on the bench most of the time. However, I did get a chance to start once, and I threw a complete game, no hitter. (True story).

When the umpire asked our catcher if I was the team ace, my teammate said: “Heck no. He stinks. He has never pitched this well. We don’t know what’s going on.”

I also was the quarterback of a high school football team that went 0-9.

I drink a lot of Diet Coke and Diet Pepsi, and guys I play basketball with call me “Duck” because of my unwavering love for the University of Oregon.

My new favorite band is Skillet.

Someday I hope to call up my old professor and tell him my writing has improved.

Open Letter = Closed Mind

Professional athletes today do what is best for them.  That is what LeBron James has done.

Has he jilted the Cleveland Cavaliers and the state of Ohio?   Unless he told them he was going to resign with the Cavs, he has not betrayed an entire region or left anyone at the altar.   The grass isn’t always greener, but he has taken his act to Miami – and he has every right to do so.

Amidst it all, the sour grapes coming from Cavs’ owner Dan Gilbert’s open letter to Cavs fans can be smelled across the country – unless LeBron told Gilbert he was going to resign with the Cavs.

Can you imagine the classy Jerry Colangelo slamming a player publicly in an open letter to fans?  It has not – and would not have ever happened.  Dan Gilbert has now replaced Los Angeles Clippers owner Donald Sterling as the most bumbling of NBA owners.

Granted, the owners take tremendous business risk, but nobody buys tickets or pays television rights to watch them.  They should remain behind-the-scenes, manage their business as they see fit and hopefully earn their fair profits.

The state of Texas got over Alex Rodriquez going to the New York Yankees.  I think Ohio will recover from one person moving out-of-state, as well.

And another thought:  The Miami Heat is now the NBA’s version of the Yankees, assembling, on paper, the best team money can buy.