Category Archives for "Life Planning"

Sep 25

The New Definition of Family Office

When you hear the term Family Office, what is the first thing that you think about?  Do you think of it in financial terminology or maybe related to the medical field?  Within the financial industry, the term Family Office typically meant an advisory firm that serves ultra-high-net-worth investors. I am here to help change that […]

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Sep 22

To Sell is the New Pink

After spending an entire career in a non-sales or non-business development role, I gradually found myself in such a role as I began to build my wealth planning firm for individuals, families, and businesses.  Struggling to make sense of how to build a robust business development process, I turned to one of my favorite authors […]

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