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Updates From The Experts

P&L: Priorities & Lifestyle Episode 3

  P&L: Priorities & Lifestyle Episode 3 - Transitioning The Family Business During a Crisis with Jeff Craig Listen Now!       Jeff Craig is the former President of Blaylock...

P&L: Priorities & Lifestyle Episode 1

  P&L: Priorities & Lifestyle Episode 1 - Business Exit Strategy: Hiring an Investment Banker with Brad Purifoy Listen Now!       Brad Purifoy is an Investment Banking...

P&L: Priorities & Lifestyle Episode 11

  P&L: Priorities & Lifestyle Episode 11- Breaking The Barriers That Hinder Business Expansion with Dr. Randy Hamilton Listen Now!       Dr. Randy Hamilton is a pediatric dentist...

P&L: Priorities & Lifestyle Episode 9

  P&L: Priorities & Lifestyle Episode 9 - The Ultimate Goal of Selling Your Business with Michael Sweet Listen Now!       Michael “Mike” Sweet is an attorney for Brackett &...

P&L: Priorities & Lifestyle Episode 7

  P&L: Priorities & Lifestyle Episode 7- Navigating The Post-Pandemic Mortgage Industry with Shawn Broussard Listen Now!       Shawn Broussard is the CEO of Service First...

P&L: Priorities & Lifestyle Episode 5

  P&L: Priorities & Lifestyle Episode 5 - Investing in an Opportunity Zone with Brandon Jones Listen Now!       Brandon Jones is a shareholder at Winstead PC, a national...

P&L: Priorities & Lifestyle Episode 2

  P&L: Priorities & Lifestyle Episode 2 - From Franchisee to Starting a Business During Retirement with Dan Phillips Listen Now!       Dan Phillips is the Owner and Head...

P&L: Priorities & Lifestyle Episode 22

  P&L: Priorities & Lifestyle Episode 22 – Family Transitions from the Perspective of the Next Generation with Chad Bruce Listen Now!       Chad Bruce is the President of...

P&L: Priorities & Lifestyle Episode 23

P&L: Priorities & Lifestyle Episode 23 – Running Everything on the Cloud with Kelly Herrod Listen Now!         Kelly Herrod is the Owner and President of Herrod Technology (Herrod Tech). Herrod...

P&L: Priorities & Lifestyle Episode 28

  P&L: Priorities & Lifestyle Episode 28 – What It Means To Be An Entrepreneur with James Loomstein Listen Now!       James Loomstein is a managing partner at Rogue Marketing...

P&L: Priorities & Lifestyle Episode 27

  P&L: Priorities & Lifestyle Episode 27 – What To Do With Your Property in Today’s Economy with Mark Cabal Listen Now!       Mark Cabal is a professional realtor who runs...

P&L: Priorities & Lifestyle Episode 26

  P&L: Priorities & Lifestyle Episode 26 – Mentoring Your Career and Humanity with Burt Hicks Listen Now!       Burt Hicks is the President and Chief Strategy and Growth...

Thoughts on Things on Thursday | 02.10.2022

Human creativity is the secret ingredient of capitalism. Entrepreneurs and companies create new products, ideas, and ways of getting things done for the future with the knowledge and capital they have in the present. This process creates wealth...

Investing in a Complex Market

Today’s post was inspired by the excellent book: Team of Teams, by Gen. McChrystal Modern destroyers use gas turbine engines for propulsion and electrical power. As a young junior officer, I was required to learn all about these marvelous...

P&L: Priorities & Lifestyle Episode 25

  P&L: Priorities & Lifestyle Episode 25 – Building an Efficient HR Team with Jennilee Autry Listen Now!       Jennilee Autry is the HCM Account Executive at Paylocity, a...

Mental Health Matters

This week’s Thoughts on Things Thursday come with a heavy heart, but I can only hope they will help someone if they are struggling.  We lost two clients this week. One lived fully to an old age and died peacefully; the other tragically chose to...