Aug 23, 2019
On this episode of UnNiched, Andrea chats with Lorraine George-Harik. While Lorraine has an impressive list of job titles, educational accolades and professional accomplishments, it’s how Lorraine has built herself, her career and now mentors other women that is truly impressive. She is moving the needle forward...
Aug 22, 2019
On this episode of Advisor Skinny, Mike Walters discuss enterprise value. Not all business is weighted the same and Mike offers some ideas on how to think about maximizing enterprise value.
Aug 16, 2019
In this episode of 16 Ways from Sunday, Mark Mersman discusses the current status of the SECURE Act. He highlights some of the biggest marketing and planning opportunities that the bill could present for financial advisors and the clients they serve.
Aug 15, 2019
On this episode of Advisor Skinny, Mike Walters starts the discussion around business valuation. He shares his thoughts about beginning the process, engaging professionals to help, and mistakes to avoid.
Aug 8, 2019
On this episode of UnNiched, Andrea discusses the challenges that come with raising a family while running a business with Kathy Colby. The two are joined by Kathy's daughter, Morgan as they explore the sacrifices that are made by working parents, the risks that they make as business owners, and the drive to...