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P&L: Priorities & Lifestyle Episode 4

P&L: Priorities & Lifestyle Episode 4 - Taking Time to Disconnect with Lisa Harrington Listen Now! Lisa Harrington is a Vistage Chair, Brand Strategist, and Strategy Coach. She...

P&L: Priorities & Lifestyle Episode 18

P&L: Priorities & Lifestyle Episode 18 - Planning for Your Business Transition with Trey Dacy Listen Now! Trey Dacy is a partner at Insurica, an insurance broker specializing in...

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 Gasket &...

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 Professional at...

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 and part...

P&L: Priorities & Lifestyle Episode 8

P&L: Priorities & Lifestyle Episode 8 - Making the Most Out of Your God-Given Opportunities with Odes Mitchell Listen Now! Odes Mitchell is the CEO of GM Pharmaceuticals, a...

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 & Ellis, a...

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 Mortgage, a...

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 Accountant...

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 Tech is...

P&L: Priorities & Lifestyle Episode 29

P&L: Priorities & Lifestyle Episode 29 – Reassuring Our Clients during Tough Times with Austin Smith Listen Now! The past two years have been—and still are—extraordinary...

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 Agency,...

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 Officer at...

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...

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...

Retirement Impacts Your Life

Have you ever thought about how the tips, tricks, and insights you share with others can have a lasting impact? The sound advice you share with people can drastically change their lives even though it may seem so simple to you. We recently had a...