wealth management

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 - 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 - 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- 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 - 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 - 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- 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 5 - Investing in an Opportunity Zone with Brandon Jones Listen Now! Brandon Jones is a shareholder at Winstead PC, a national corporate...

P&L: Priorities & Lifestyle Episode 12 - Boosting Your Business Credibility with Chris McKee Listen Now! Chris McKee is the president and founder of Venturity Financial...

P&L: Priorities & Lifestyle Episode 19 - Using Data To Promote Driver Safety with Rick Larkin Listen Now! Rick Larkin is the Chief Information Officer at BCB Transport, a...

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 22 – Family Transitions from the Perspective of the Next Generation with Chad Bruce Listen Now! Chad Bruce is the President of GluDown,...

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 20 – Protecting Your Business from Cyberattacks with Michael Young Listen Now! Michael Young is the Owner and Senior IT Consultant...

P&L: Priorities & Lifestyle Episode 17 - Life as an IRS Agent with Gil Vollmering Listen Now! Gil Vollmering is the owner of Waters, Vollmering & Associates, an accounting...

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 – 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 – Mentoring Your Career and Humanity with Burt Hicks Listen Now! Burt Hicks is the President and Chief Strategy and Growth Officer at...

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...

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 – Building an Efficient HR Team with Jennilee Autry Listen Now! Jennilee Autry is the HCM Account Executive at Paylocity, a product...

P&L: Priorities & Lifestyle Episode 24 – Never Stop Planning Your Finances with Kevin Kennedy Listen Now! Kevin Kennedy is the President of Kennedy Wealth and Tax...

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...

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...

Clients First As large service corporations become more efficient and tech-forward, it creates opportunities for those of us who build personal relationships with our clients. When we bring on a new client, the first step is to help them...