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
Spotlight on Betsey Brewer of Southwick's Zoo and Earth Limited. The Total Counselor Allen Margulis and Betsey Brewer discuss in this segment how this amazing zoo began in the little town of Mendon; how it operates today; the dynamics of working in a family business and the roles everyone plays. A great conversation as we expand the Minds Around theTable TM
Spotlight on Betsey Brewer of Southwick's Zoo and Earth Limited. The Total Counselor Allen Margulis and Betsey Brewer discuss in this segment succession planning in business, especially a family run one. Amazingly at Southwick's Zoo there are 3 genrations working concurrently with all 5 siblings of one generation involved. The conversation continues with Earth Limited the charitable organization with a worldwide mission. Based currently at the Southwick's Zoo Earth Limited offers many great activities, events and educational programs including an opportunity to explore an exotic destination owned by Earth on Utila with one of the most amazing coral reefs in the world. A great conversation as we expand the Minds Around theTable TM
Spotlight on Betsey Brewer of Southwick's Zoo and Earth Limited. The Total Counselor Allen Margulis and Betsey Brewer continue discussing in this segment an opportunity to explore an exotic destination owned by Earth on Utila with one of the most amazing coral reefs in the world. The conversation then turns to the various levels of animals from threatened to complete extinction and everything in between. Putting it into perspective with numbers as the discussion turns to the Rhinos. After listening in you may want to schedule a Rhino encounter at the Zoo to learn even more about these incredible animals. A great conversation as we expand the Minds Around theTable TM
Spotlight on Betsey Brewer of Southwick's Zoo and Earth Limited. The Total Counselor Allen Margulis and Betsey Brewer continue discussing in this segment the various levels of animals from threatened to complete extinction and everything in between. Putting it into perspective with numbers continuing with the Rhinos. Then turning to the habitats found at a zoo and why they look the way they do for a particular animal. Listen in as Betsey also mentions all the animals that have taken up residence in her home at one time or another. A great conversation as we expand the Minds Around theTable TM
Spotlight on the Residence at Valley Farm with Sales & Marketing Director Dixie Emond. The Total Counselor Allen Margulis and Dixie talk in this segment about her background, building relationships by listening to others and the team to needed to make the moving decision. Later in life where do you want to live? A great conversation as we expand the Minds Around theTable TM
Spotlight on the Residence at Valley Farm with Sales & Marketing Director Dixie Emond. The Total Counselor Allen Margulis and Dixie talk in this segment about LCB Senior living, the 16th largest senior housing company in the country; the model for this Ashland community and the differences between a social and medical model. Later in life where do you want to live? A great conversation as we expand the Minds Around theTable TM
Spotlight on the Residence at Valley Farm with Sales & Marketing Director Dixie Emond. The Total Counselor Allen Margulis and Dixie talk in this segment about Alzheimers month tying in with the memory care "reflections" part of this new community in Ashland; the amenities, programs and cultural activities that will be offered. In your "Golden Years" where do you want to live? A great conversation as we expand the Minds Around theTable TM
The Total Counselor Allen Margulis wraps up this weekly show reviewing the values of a well drafted estate plan especially when dementia in all of its forms becomes a relaity. Which documents are most needed and listen to the story of how they all come into play. A great conversation as we expand the Minds Around theTable TM
Spotlight on Dave Clayman of Twelve Points Wealth Management. The Total Counselor Allen Margulis and Dave Clayman talk in this segment about Goal based planning, the Minds around the table in the office and outside and how the Twelve Points Wealth Management Team approaches planning for their clients. A great conversation as we expand the Minds Around theTable TM
Spotlight on Dave Clayman of Twelve Points Wealth Management. The Total Counselor Allen Margulis and Dave Clayman talk in this segment about Dave's idea of looking at the total plan, asset allocation, volatility and the overall process for planning with the team at Twelve Points Wealth Management. A great conversation as we expand the Minds Around theTable TM
Spotlight on Dave Clayman of Twelve Points Wealth Management. The Total Counselor Allen Margulis and Dave Clayman talk in this segment about Dave's reading list, roboadvisors, the nonjudgment zone of financial advisory. A great conversation as we expand the Minds Around theTable TM
Spotlight on Dave Clayman of Twelve Points Wealth Management. The Total Counselor Allen Margulis and Dave talk in this segment about parental instinct, paying for education and financial planning key point. A great conversation as we expand the Minds Around theTable TM
Spotlight on Bryan Rourke of Hayden Wood Insurance Agency. The Total Counselor Allen Margulis and Bryan Rourke discuss the core of Bryan's "heads around the table" and Allen's "minds around the table". They describe how everyone should have a team of professional communicating to best attain the goals of that individual. A great conversation as we expand the Minds Around theTable TM
Spotlight on Bryan Rourke of Hayden Wood Insurance Agency. The Total Counselor Allen Margulis and Bryan Rourke discuss the core of Bryan's "heads around the table" and Allen's "minds around the table". They describe how everyone should have a team of professional communicating to best attain the goals of that individual. A great conversation as we expand the Minds Around theTable TM
Spotlight on Bryan Rourke of Hayden Wood Insurance Agency. The Total Counselor Allen Margulis and Bryan Rourke discuss the core of Bryan's "heads around the table" and Allen's "minds around the table". They describe how everyone should have a team of professional communicating to best attain the goals of that individual. A great conversation as we expand the Minds Around theTable TM
Spotlight on Bryan Rourke of Hayden Wood Insurance Agency. The Total Counselor Allen Margulis and Bryan Rourke discuss the core of Bryan's "heads around the table" and Allen's "minds around the table". They describe how everyone should have a team of professional communicating to best attain the goals of that individual. A great conversation as we expand the Minds Around theTable TM
Spotlight on Richard Wallner of Lakeside Financial, LLC. The Total Counselor Allen Margulis and Rich Wallner discuss Investments, Insurance and the “need behind the need”. A great conversation as we expand the Minds Around the TableTM