by Presented by Brian Stallcop, CFP® | Nov 6, 2023 | Business
Key Takeaways D&O insurance and EPLI help cover management liability. Cybersecurity insurance has become increasingly important in the post-pandemic world. Make sure you’ve got enough umbrella coverage. Whether you are a seasoned business owner or a new startup...
by Presented by Brian Stallcop, CFP® | Sep 27, 2023 | Business
Key Takeaways Mastermind groups can enable many entrepreneurs to become more successful much faster than they would have otherwise. Operational benefits include new business opportunities and insightful advice. Psychological benefits include increased motivation and...
by Presented by Brian Stallcop, CFP® | Sep 20, 2023 | Business
Key Takeaways Rugged individualism is overrated. Personal resilience depends as much on others as on us. Our environment shapes our physical and mental health. Resiliency—the ability to recover quickly from difficulties—has been a hot topic recently. It’s easy...
by Presented by Brian Stallcop, CFP® | Aug 14, 2023 | Business
Key Takeaways Highly successful people tend to think through their options and the consequences of various courses of action in order to arrive at the most beneficial approach. Understanding the trigger event that creates the emotional reaction is a...
by Presented by Brian Stallcop, CFP® | Aug 14, 2023 | Business
Key Takeaways Leaders of highly successful family businesses take calculated approaches to their decision-making. Family concerns and business obligations have to be weighed and balanced. Run the numbers for each venture within your firm. Intense conflicts have...
by Presented by Brian Stallcop, CFP® | Jul 24, 2023 | Business, Financial Commentary
Key Takeaways Failure is not an option—it’s a given. Therefore, perseverance is essential to building wealth. Perseverance stems largely from having self-efficacy—the ability to say “I can” in specific situations, and believe it. Perseverance can be learned and...
Recent Comments