by This article was selected for you by Brian Stallcop, CFP® | May 14, 2025 | Business, Uncategorized
Key Takeaways De-escalate when a situation starts getting tense—be clear that your goal isn’t to argue. Ask questions aimed at discovering more about a person’s issues—even if you’re sure you already know everything. Try to identify overlap between your interests and...
by This article was selected for you by Brian Stallcop, CFP® | Dec 18, 2024 | Uncategorized
Key Takeaways Think big picture by creating a vivid vision of your practice five years from now. Start with the desired end results in mind and work backward from there when developing action steps. Execute on the plan and get buy-in from those who will help you...
by This article was selected for you by Brian Stallcop, CFP® | Dec 14, 2024 | Financial Planning, Uncategorized
Key Takeaways Nearly seven out of ten wealthy families in one study had already created family foundations. Often these families want to both do good and instill values in their heirs. It’s important to have a charitable intent and a clear charitable vision before...
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