Life-Goal Manager to a Select Clientele
The Culov Group at Morgan Stanley works for families of business owners, professionals and other high-net-worth individuals who may lack the time or knowledge to give their finances the
attention they deserve.
“We strive to be everything financial to our clients,” say Amela Culov, Vice President, Financial Advisor, and Emir Culov, First Vice President, Portfolio Manager and Financial Advisor.
“Our clients are successful people with complex …Read More
Preparing Executives to Lead
Through Effective Communication:
Seasoned Coach and Author Shares His Point of View
Professionals working today in the fields of talent development, human resources and executive communications training are working at unprecedented speed, with diverse workforces and international audiences. They are challenged every day to understand and interact within new communication channels and to find ways to do less with more. Successful, change-adept companies are recognizing that they must prepare their leadership teams not for the …Read More
Helping Smooth the
Real Estate Transaction Process
Bart Patterson says the key characteristic that defines the rapid success of his business, Clear Title Agency of Arizona, is trust.
Property buyers and sellers may hardly notice Clear Title’s presence at the closing table, but this means everything is as it should be, and that is what builds trust with customers.
“In a real estate transaction, a consumer is coming to the table to buy, sell or refinance property,” says Patterson, CEO. “People often …Read More
Outsourced IT Is Competitive
Edge for Small to Mid-sized Companies
Clients of Trapp Corp. are swimming with the big sharks, competing comfortably with companies many times their size, anywhere in the world, anytime.
“Having the most sophisticated technologies helps level the playing field for small to mid-sized businesses,” explains Reed Clarke, Trapp’s Vice President of Business Development. “But the cost of ownership – infrastructure, management, support, labor and the use of other internal resources – can put the best of technologies out …Read More
‘Let Our Experience Help You to Maximize Your Retirement Experience’
Howard “Fritz” Haller, CFP® is a “glass half full” kind of financial advisor. He’s optimistic yet realistic, always looking for ways to help his clients retire earlier and better. And he’s the rare advisor who isn’t worried his clients are going to run out of money in retirement. As far as he’s concerned, that’s just a scare tactic.
“I’ve never had it happen,” says Haller, president of H. Haller Financial, in Saugerties, New York. “Not once in 30 years.” …Read More
Protecting Your Legacy
Many of Chicago’s leading philanthropists, entrepreneurs and household names turn to Neal Gerber Eisenberg as their most trusted advisers to protect and grow their individual and family legacies.
Trusted Advisers Since 1986
Over the past 28 years, our growth has been spurred by helping nearly 1,000 high-net-worth clients and their families across the United States and throughout the world. We create sophisticated estate plans and family office structures to develop, preserve and maximize …Read More
Powered by a More Efficient Workforce
The constant need for organizations to adopt advanced technologies and to respond to shifts in the global marketplace has made workforce training and change management one of the fastest-growing service industries.
Chicago-based CARA® is a major player in this hot market. A premier provider of human performance consulting services to Fortune 500 companies, CARA has been listed on the Inc. 5000 list of fastest-growing private companies every year from 2011 to 2014. …Read More
Shared Vantage Point Distinguishes
Advisor’s Client Relationships
Most pre-retirees, retirees, business owners and successful executives understand the need for solid, tailored, unbiased financial advice. In their search for the right advisor, they often picture someone addressing their questions and concerns from across the table.
Salvatore “Sal” T. Valente III, RFC®, RICP®, president and CEO of the Valente Group LLC, doesn’t work that way.
In fact, when he began his career in the financial …Read More
Insurance Should Be About Relationships,
Not Just Numbers
Wireless networks, cloud services, data centers, fiber optics: These modern marvels are transforming the way businesses operate and stay secure. Yet in an era of wondrous technological advances that bring the entire world within easy reach, many businesses wonder why their high-tech service providers seem to disappear after the sale.
Kevin Hankins, COO of C Spire,
a diversified telecommunications and technology services company, hears this lament time and again: “I’ve spoken with C-level executives who say they dread calling their provider to relay a need. There’s no personal relationship or urgency of response. At the core, what’s missing is a sense of partnership and trust.” …Read More
Strong Client Relationships, With The Goal
Of A Deep, ‘Rewarding’ Financial Experience
It doesn’t take long to realize that with Michael J. McKeever, understanding is the name of the game: his understanding of you and your understanding of everything he does to strengthen your portfolio.
McKeever is a financial advisor affiliated with Ameriprise Financial. He’s gregarious, lively and professional, and his first priority is to get to know his clients in depth. His questions unearth what they know about the markets; their risk …Read More