By Michael Gold, CFP®, MBA, Founder & CEO, Wealth Advisor Have you ever had an experience that was so impacting that it ended up being a turning point in your life? Me too. I knew from a young age that I wanted a career where I could make an impact to help others create a …
Published by Ron Carson Watching movies around the fireplace with my family over the holidays and playing backgammon and euchre with them was a powerful reminder for me of what True Wealth really is: All that money can’t buy and death can’t take away.
What I will do is turn those wishes into something more; firm decisions to do something. I like to keep my resolutions as actions “to do” instead of “what not to do.” After many years of resolving to stop eating sweets, I have realized cookies will always be my downfall.
Published by Ben Mathis With the maturation of more recent generations, the variety of audiences that we face day to day is more diverse than it has ever been. We find ourselves needing to effectively communicate across generations more than ever before.
Published by Ron Carson People often ask me how I get away from the office so much. The truth is, I never worry about our team doing X, Y or Z when I am gone. They are harder on themselves than I am. Our culture is what happens when I’m not around.
Published by Ron Carson When I first started my business, my wife Jeanie and I would usually schedule a week of vacation to have fun with the kids. I’d work my tail off to get caught up before we went. I was exhausted by the time we got there and was under pressure to have a …
Published by Scott Ford When I speak at wealth advisor conferences, I’ll often ask, “What are you going to do when a company like Amazon comes into our business? How are you going to compete with that level of customer knowledge combined with that level of technology?”
