Manage your estate from the grave

By admin | August 6, 2012 |

Each person cares about how their wealth will affect their loved ones and the causes they care about. You may know that you can control how your wealth is spent…

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Don't Worry…Just Do Your Best Work

By admin | August 1, 2012 |

Fear is paralyzing and worry leads to defeat. It’s rationalized because of risk.  Risk is real, but fear and worry is a creation of our minds. The key is to realistically…

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60th Annual Old Soldiers Day Parade

By admin | July 31, 2012 |

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…

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Unentangled Wealthy Families…(what?)

By admin | July 29, 2012 |

The 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…

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Never Incomplete Data (with clients you care about)

By admin | July 27, 2012 |

According 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…

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Avoid financial abuse in your retirement years by choosing the right advisor

By admin | July 25, 2012 |

Part 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…

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You are not the problem (it's the picture)

By admin | July 23, 2012 |

I’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…

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Quiet statements; big actions

By admin | July 20, 2012 |

I 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…

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Rule #2: Have you gone this far? (to prove a point)

By admin | July 16, 2012 |

How 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…

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Rule #1: No one does it alone.

By admin | July 13, 2012 |

This 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…

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Your Opportunity to Benefit

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.