Archives


Study Groups: Not Just for Owners

Study GroupLast weekend I wrapped up an invigorating session of no-holds barred conversation. I was invited to attend the first meeting of folks from across the country that belong to a national study group. All together, there are eleven of us that spent 48 hours discussing anything and everything that was on our collective minds.

Are we all business owners? Far from it. The majority of us are employees in firms serving in a variety of capacities including operations, planning, and business management. It was evident that one does not need to be running the firm from an ownership position in order to provide insight and perspective about current trends in the industry. Sure, ownership topics do come up as employees consider ownership opportunities, but we also share ideas on leveraging operations, fair compensation, and work/life balance.

Read More…

Comments Off on Study Groups: Not Just for Owners

Hello world!

GlobeReally, hello to the world at large!

I have considered using a blog for some time now to share ideas, thoughts, and insights on technology with respect to the financial planning community. I have a lot to share, but even more to learn!

So stay tuned and look for (what I hope will be) engaging and meaningful discussions on a variety of fascinating topics.

Comments Off on Hello world!