Are Your Clients READY for the Unexpected
John Maynard Keynes once said, “When the facts change, I change my mind. What do you do sir?” We live in an era where technological advances and new innovations constantly …
Fiduciary Responsibility and Integrity
Rules are necessary for a functioning society, but some rules seem to ignore the root of the problem, which is morality. When laws attempt to require a level of morality, …
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 …
Establishing the Importance of Big Picture Thinking Read More »
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 …
Financial Advising has Changed (And How to Keep Up) Read More »
Power Practice Management (Part 2): What does your firm do?
We should clearly define: What does your firm do? (And not just for the reasons you might think.)
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.
9 Reasons Why Tenacity May Be the Secret Ingredient to Your Happiness and Success
The muscadine grapevine is a hearty Southern native that produces wonderful, juicy fruit. On our farm, we are fond of the grapes because they can produce exceptional jam…and I love …
9 Reasons Why Tenacity May Be the Secret Ingredient to Your Happiness and Success Read More »
Summit 2017: The Movement Has Wings!
[et_pb_section bb_built=”1″ _builder_version=”3.0.47″ custom_padding=”10px|0px|54px|0px”][et_pb_row _builder_version=”3.0.47″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”30px|0px|2px|0px”][et_pb_column type=”4_4″][et_pb_text _builder_version=”3.0.69″] The fourth Summit for Prosperity Economics Advisors event wrapped up last month in stunning Park City, Utah and we …
Perpetual Wealth: How to FUND a Family Bank
Kim explains the seven ways to fund a family bank and acknowledges that every client has a different situation and priorities, so these seven ways are not equal for everybody. …
Perpetual Wealth: How to BUILD a Family Bank
Kim and Tammi continue their conversation about the key points in her new book, Perpetual Wealth. Today, they talk about the steps to building a family bank. Kim describes how …