Articles

Establishing the Importance of Big Picture Thinking

Establishing the Importance of Big Picture Thinking

by Elizabeth Hagenlocher How do you help your clients establish present-day strategies for future desires? So many people don’t think far enough into the future, that they’re only building strategies for the next five or ten years. First of all, that’s great! Any...

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Financial Advising has Changed (And How to Keep Up)

Financial Advising has Changed (And How to Keep Up)

It is no longer enough to have the “right” asset, just like any field there must be growth equivalent or greater to the speed of the industry’s evolution. If you don’t adapt to succeed, you’ll be left behind. With the addition of new regulations, new technology, and...

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Summit 2019

Summit 2019

Dates are Wednesday June 12th 6 pm to Saturday June 15th 3 pm. Park City Utah Do know Sunday June 19th is Fathers Day...Todd and Kim and Patrick are all staying the weekend and we encourage you to bring your families and hang out, yet we are also stopping the event at...

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Power Practice Management (Part 1)

Power Practice Management (Part 1)

What is your ultimate goal for your practice? You might conclude: selling your practice to a third party or arranging an internal succession.  Or perhaps transforming the practice into a family business.

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Preparing for Prosperity in a Futuristic World

Preparing for Prosperity in a Futuristic World

Peter Diamandis created the Abundance 360 community and event as a place for “entrepreneurs passionate about generating extraordinary wealth while creating a world of abundance.” I’ve been grateful to attend for several years now, and always walk away inspired to learn how the world is being shaped by purposeful,…

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Summit 2017: The Movement Has Wings!

Summit 2017: The Movement Has Wings!

The fourth Summit for Prosperity Economics Advisors event wrapped up last month in stunning Park City, Utah and we couldn’t be more thrilled with how it unfolded. If you’ve never heard of The Summit, it is a three-and-a-half day immersive event 100% dedicated to the...

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