We are living the movie “It’s a Wonderful Life.” You might recall the movie; it’s about this wonderfully naïve George Bailey (imagine Ben Bernanke), who upon the death of his father (Alan Greenspan, even though he retired) is selected by the board of directors to run the family business. The family business in the movie
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Let’s talk about this week’s quote that came from an unexpected source in our marketing/business development world.Explore | Educate | EvolveOur friend, Dennis Yu posted this from his mentor. We think it’s some good business advice that is worth thinking about a little deeper. Inspiration can come from anywhere so try not to judge the source
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It is with a heavy heart that we recognize and honor Finology Fellow, Ed Jacobson. Ed’s development of Appreciative Inquiry brilliantly connects money and the human experience. His work has forever impacted the Financial Planning profession and is essential to Finology. Though we regret not gathering Ed’s wisdom in the form of a WIF? Podcast,
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