Spotlight on David Karofsky of  Transition Consulting Group.  The Total Counselor Allen Margulis and David Karofsky discuss in this segment Business succession/transition and operations, with a special focus towards the family business.  The rewards of a Family business can be great, but managing the family can be difficult.   What are the needs of each individual in the planning process.  A great conversation as we expand the Minds Around theTable TM

Spotlight on David Karofsky of  Transition Consulting Group.  The Total Counselor Allen Margulis and David Karofsky continue discussing family dynamics, good communication and talking about the entry and exit in the family business. What hat are you wearing?  A great conversation as we expand the Minds Around theTable TM

Spotlight on David Karofsky of  Transition Consulting Group.  The Total Counselor Allen Margulis and David Karofsky continue discussing family business, what it means to be an owner (stewardship), the leadership assessment and the attributes of leadership tool.  A great conversation as we expand the Minds Around theTable TM

Spotlight on David Karofsky of  Transition Consulting Group.  The Total Counselor Allen Margulis and David Karofsky wrapup discussing emotional intelligence, David's heat of the moment blog and emotion vs. Logic.  A great conversation as we expand the Minds Around theTable TM

Spotlight on Yan Katz of the Bulfinch Group. The Total Counselor Allen Margulis and Yan Katz begin the discussion with how he got started in the industry, how he best helps clients and developing the strategy to meet one's objectives.  A great conversation as we expand the Minds Around theTable TM

Spotlight on Yan Katz of the Bulfinch Group. The Total Counselor Allen Margulis and Yan Katz continue the discussion with the web as a resource but not for the execution of your plan.  the Life insurance audit to determine if your plan truly meets your needs  A great conversation as we expand the Minds Around theTable TM

Spotlight on Yan Katz of the Bulfinch Group. The Total Counselor Allen Margulis and Yan Katz continue the discussion about "going through your economy" and the 3 phases of getting insurance: protection, supplement retirement, and wealth transfer.  A great conversation as we expand the Minds Around theTable TM

Spotlight on Yan Katz of the Bulfinch Group. The Total Counselor Allen Margulis and Yan Katz continue the discussion with the question "I have an Advisor already, how do I know they are doing the best job for me, what questions should I be asking and should I search for a new Advisor?  A great conversation as we expand the Minds Around theTable TM