by Timothy McNeely | Jan 2, 2021 | True Wealth Report
Nearly every company we can think of has a brand that communicates its culture and mission. But chances are, most of us have never considered what our family’s culture is all about—what we and our closest loved ones stand for as a unit.
That means we may be missing a great opportunity to apply the lessons of corporate branding to our families—to define our values and priorities in a way that can help us strengthen our relationships, improve our communities and even potentially increase our wealth.
To learn how we reached out to Chris Smith. As the founder of The Campfire Effect, Smith has helped scores of businesses define their brands. Now he’s doing the same for families through his latest venture, The Family Brand.
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by Timothy McNeely | Dec 9, 2020 | True Wealth Report
Each day, we have limited amounts of time and energy to do what needs to be done while also trying to cultivate meaningful lives. Is it any wonder so many of us feel stressed?
The good news: It can be easier than you might think to increase your overall effectiveness and efficiency. For advice, we turned to Nick Sonnenberg, CEO of the outsourcing platform Leverage and a foremost expert in achieving efficiency. He’s also the author of the upcoming book Come Up for Air: How Your Team Can Leverage Systems and Tools to Stop Drowning in Work.
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by Timothy McNeely | Nov 1, 2020 | True Wealth Report
Chances are, you know that you likely need to tap the expertise of multiple professionals to pursue optimal financial results in your life. That’s because finding one single professional with the full depth and breadth of knowledge required to effectively address all of your wealth management needs and wants—especially the complex ones—can feel like searching for the proverbial needle in a haystack.
Such a person probably doesn’t exist.
That’s why you may already be working with a diverse group of advisors—which might include wealth managers, accountants, attorneys, and other specialists.
But it’s not enough to simply hire a bunch of highly qualified professionals. You’ve also got to make sure that they’re working together, in a coordinated manner, on your behalf.
Simply put: When it comes to managing your financial life, you don’t just need a roster of players—you need a cohesive team.
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by Timothy McNeely | Oct 5, 2020 | True Wealth Report
The number of at-home workers has skyrocketed this year as the novel coronavirus caused companies across the country to temporarily lock their doors.
As a result, some business experts are suggesting that remote working—already a well-established trend—will become an increasingly common way for many companies and their employees to get the job done. If so, you may find yourself increasingly working remotely—either by choice or by necessity. And if you manage employees, you might need to oversee and motivate your teams from great distances.
With that in mind, here are some best practices for working and managing from your home.
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by Timothy McNeely | Sep 4, 2020 | True Wealth Report
Here’s an uncomfortable truth you need to accept: Someday—hopefully in the very distant future—you are going to die.
The good news: You can make that moment easier on your heirs by taking a few simple steps.
One of the best ways, financially, to prepare now for that time is to choose a person to be the executor of your estate. Unfortunately, that also can be one of the more overlooked aspects of estate planning—which can spell trouble for your family and your wealth.
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