Blog

Confessions of a Former Task Master

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.

Toss the Idea of Vacation and Embrace`Busy with Balance’

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 …

Why You Shouldn’t Manage Your People Like “Robo Amazon”

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?”

The Power of the Team

Growing up in the Atlanta, Georgia area, high school basketball is huge and there is top talent across the state. According to SBNation.com, the best high school basketball states in the nation are California, Georgia, Florida, New Jersey and Texas.

How To Achieve True Wealth

Published by Ron Carson As I arrived in Minnesota to meet with a client who had just achieved his life’s goal of selling his company, I was looking forward to hearing tales of high-stakes deals. At 73, he had sold his real estate development firm in Minneapolis for $174 million and had sche …

How to Live a Steve Jobs Life—On Your Own Terms

Published by Scott Ford “If you don’t set priorities for yourself, life will live you, not the other way around.” No one put this better than Steve Jobs in his commencement speech at Stanford in 2005, after his diagnosis with the pancreatic cancer:

1 2 3 4

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us
Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started