We have found the following resources particularly helpful as we have developed our business principles and practice around wealth management, life purpose, leadership, and business strategy.
WEBSITES
- Strategic Coach: Lifetime Growth for Entrepreneurs
- www.strategiccoach.com
- Leimberg, Inc.:Helping Financial Services Professionals Help Others
- www.leimberg.com
- Valmark Securities, Inc.
- www.valmarksecurities.com
- Scott Keffer - Transforming Presentations
- www.scottkeffer.com
- Donor Motivation: Planned Giving Motivators
- www.donormotivation.com
- White-Hart Sourcing and Enterprise Solutions: Organizational Development for the New Economy
- www.white-hartses.com
- International Association of Advisors in Philanthropy: Transforming Communities through Inspired Giving
- www.advisorsinphilanthropy.org
- Bolder Giving: Inspiring people to give at their full lifetime potential
- boldergiving.org/site
- Surgance: Uncommon Partners on Common Ground
- www.surgance.com
- The Global Leadership Summit: Lead Where Your Are
- willowcreekglobalsummit.com