Posts by jswanson
In recovery, investing in itself will bring the region long-term growth
Speaker James Chung, President, Reach Advisors
Watch the video and hear for yourself the insights into Greater Des Moines recently offered by James Chung, a data analyst who advises cities on their strengths, weaknesses, and …
Read MoreStrategies for Racial Equity
Last month I shared what I was asking myself to do with regard to what needs to be a continuing national conversation examining, validating and challenging racism. This month I share what I am doing …
Read MoreIf Not Now, When?
Have you heard people saying how tired they are of Covid, and all the restrictions it brings to their lives? We have been fighting this since March. We are in our seventh month. It has …
Read MoreAre We Still In “Unprecedented” Times?
Back in March, leaders described the disruptions caused by the Covid-19 pandemic as unprecedented. That was an accurate description at the time. It’s now midsummer. Can we all agree it’s time to retire the word …
Read More4 Reasons You Should Hire a Financial Advisor Right Now
When we help ensure that people’s financial lives are Truly Cared For®, we usually think about how we help them plan, invest, protect and give, but that doesn’t always address the reasons that people hire …
Read MoreLooking to Improve Your Virtual Meetings?
In our book, Your Invisible Toolbox, my co-author, Deborah Rinner, and I highlight two important trends that have heightened meaning during this pandemic as the business world embraces swiftly and nearly completely virtual communication technology.…
Read MoreSection 1031 Like-Kind Exchanges: 98 Years Old, Powerful and Tricky
Anyone who is still around from the Warren Harding administration is entitled to some respect. And maybe even a bit of … fear?
The tax law’s “like-kind exchange” provision—popularly known as “Section 1031 exchanges” after …
Read MoreKnowing You Are “OK” Means Having an Investment Plan
Determining and managing to the right investment allocation is critical to help be on track for a successful retirement. It is one of the primary ways to “know that you are OK” as you approach …
Read MoreBrutality and Credibility
Nancy Koehn in a well written Harvard Business Review article clearly defines what is needed in a leader and their message during a crisis. “Your job, as a leader today, is to provide both brutal …
Read MoreWhat is the Key to Sales During a Pandemic?
BY ROWENA CROSBIE, president, Tero International
COVID-19 is causing unprecedented change in every industry, profession, and in everyone’s personal life. Changes for the sales professional and the sales process are no exception.
How do we …
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