On Saturday, August 4th, the city of Alpharetta and the American Legion Post 201 will hold the Annual Old Soldiers Day Parade, marking its 60th year of celebrating the veterans…
Read MoreThe wealthy experience the thrill of all the money brings – vacations, experiences, fine cars, beautiful homes (or two+), and all the thrills money offers. The issues of wealth typically get…
Read MoreAccording to Fiserv Inc.’s annual survey of financial advisors, ninety-five percent of financial advisors said their clients are asking them for advice on “held-away” assets, which are defined as accounts…
Read MorePart of creating wealth with no regrets is choosing the right person to help you manage the wealth that you’ve worked hard to accumulate for your retirement and for your…
Read MoreI’ve always thought my problem is me. Then in one lesson it all became clear what the real problem is. Tom Ness, a top-50 teaching golf pro in the country and…
Read MoreI often remind people that wealth is more than money because deep down people know this is true. And the more of it you have the more you recognize this…
Read MoreHow far would you go to make a point? What are you willing to do to launch your idea? Would you go as far as Dane Miller… From scratch he…
Read MoreThis has been Bob’s mantra as an entrepreneur. Not only has he hired the best people around him, he has learned from the best leaders and entrepreneurs. Sure you get…
Read MoreOn a hot summer day, there is almost nothing better than playing in the pool and cooling off. Or at least, there was. This summer, the Alpharetta City Pool at…
Read MoreIn the last two weeks I’ve had two big ideas that could have a significant growth impact on my business and ultimately create even more value for the families we…
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Top 10 Planned Giving Challenges
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To learn more about how The Donor Motivation Program® may benefit you and your organization, request our complimentary guide, “The 37-Minute Planned Giving Landscape Conversation” with Barry Spencer by calling (678) 353-3355.