Tuesday, February 12, 2019
Legacy of Lincoln
Wednesday, February 21, 2018
A Thoughtful Approach to Client Development
Prospects vs.
Suspects
What is a pipeline?
In short, it is a listing, filtered by variables such as time, stage,
assets, revenue, likelihood, etc. of prospects you are pursuing. Ah, but what is a prospect? The misperception of what qualifies as a
prospect is where too many advisors mislead themselves.
Tuesday, October 24, 2017
A Thoughtful Approach to Selecting a Financial Advisor
A Thoughtful Approach to Selecting a Financial Advisor
The decision to engage an advisor to help you manage your finances is a very difficult and personal process. Before you start interviewing candidates, make sure you spend some time considering “what” you hope an advisor can or should provide to you.
Monday, October 2, 2017
Thursday, June 1, 2017
Walters to Speak at Lion Street Trusted Advisor Conference
News Release
CROWN GLOBAL TO SPONSOR LION STREET INC.’S TRUSTED ADVISOR CONFERENCE ON JUNE 11-13 IN LAS VEGAS
GenSpring Family Offices’ Chris Walters to Present Session Focused on Best Practices of Multi-Generational Families
Crown Global Insurance Group LLC (“Crown Global” or the “Company”), a world leading provider of specialty insurance solutions for high net worth and institutional clients, today announced
Wednesday, March 1, 2017
Trust & Estates Article on Trends and Challenges Faced by Families of Wealth
Article by Chris Walters and Pat Soldano on the evolving trends in the multi-family office industry and the challenges they pose to families of wealth.
Snapping to Attention READ ARTICLE HERE
Snapping to Attention READ ARTICLE HERE
Friday, January 27, 2017
Monday, January 16, 2017
Tuesday, November 1, 2016
Monday, September 5, 2016
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Legacy of Lincoln
Today is the birthday of our 16th president. While he does not enjoy a federal holiday to commemorate this, his story of persistence is a...
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News Release CROWN GLOBAL TO SPONSOR LION STREET INC.’S TRUSTED ADVISOR CONFERENCE ON JUNE 11-13 IN LAS VEGAS JUN 9, 2017 GenS...
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Today is the birthday of our 16th president. While he does not enjoy a federal holiday to commemorate this, his story of persistence is a... -
A Thoughtful Approach to Selecting a Financial Advisor The decision to engage an advisor to help you manage your finances is a very diff...