• Advance Your Wealth With Homer Smith

  • 著者： Homer Smith
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Advance Your Wealth With Homer Smith

著者： Homer Smith
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  • Advance Your Wealth With Homer Smith provides you and your business with the financial advice needed to make calculated decisions moving forward. With over 18 years of industry experience, Homer Smith, Private Wealth Advisor with Konvergent Wealth Partners, understands the importance of a commitment to customer service and strives to help clients pursue their financial goals towards aspirations and retirement. Each episode we'll take a deep dive into a different complex topic surrounding personal and business wealth management. So sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and topics. Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor.
    Copyright 2024 Homer Smith
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  • The Key Differences Between A Single Family Office and A Multi-Family Office

    The Key Differences Between A Single Family Office and A Multi-Family Office
    2024/09/10

    Today Homer breaks down the differences and benefits of Single Family and MultiFamily Offices. Both have their strengths and depending on your families circumstances, one may behoove you more than the other. No one family is the same. To figure out which category yours may fit in best, join us on today's episode of "Advance Your Wealth."

    Chapters:

    0:00 - Introduction and overview on the topic of the day

    1:55 - The Single Family Office

    3:10 - The Multi-Family Office

    7:00 - Key Differences

    9:00 - Multi-Generational Planning

    10:10 - Virtual Family Office

    12:10 - Common Needs of Family Office Clients

    13:00 - Benefits of Multi-Family Offices

    14:00 - How to Connect with Homer Smith

    14:35 - Closing remarks

    Connect with Homer Smith:

    Facebook

    LinkedIn

    Website
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    17 分
  • What Does Your Best Life Look Like?

    What Does Your Best Life Look Like?
    2024/08/20

    Today Homer examines the fundamental aspects that may make up your best financial life. The qualities you can develop in order to best live a life of significance and happiness. Easier said than done, that's clear. However, knowing where these aspects show up in your life will lead to better being able to act in accordance with your best life and the values that make it possible.

    This and more on today's episode of "Advance Your Wealth."

    Chapters:

    0:00 - Introduction and overview on the topic of the day

    3:22 - Success vs. Significance

    4:20 - What's Your Number? Why?

    5:10 - Significance Based on Generation

    6:40 - The Millennial Generation

    7:00 - Wealth Thresholds and Value Creep

    8:50 - Transitioning Values

    10:30 - Getting Clarity on Success

    12:00 - Recognize Where You Are

    14:20 - Discovery and Rediscovery to Significance

    17:25 - How to Connect with Homer Smith

    18:25 - Closing remarks

    Connect with Homer Smith:

    Facebook

    LinkedIn

    Website
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    21 分
  • Legacy Talks: How Family and Business Correlate

    Legacy Talks: How Family and Business Correlate
    2024/07/30

    Today we are joined by Melissa Smith, CEO and founder of Family Brand Podcast. Melissa works with parent's on how to transform their family cultures, create relationships that last, and intentionally grow their families together. How does the family correlate with business success?

    This and more on today's episode of "Advance Your Wealth."

    Chapters:

    0:00 - Introduction and overview on the topic of the day

    2:12 - What is a Family Brand?

    3:30 - Family Doesn't Happen By Default.

    5:50 - How Melissa Works With Family.

    8:40 - The Idea of And.

    13:15 - Family Brand Across Time.

    15:10 - Melissa's Personal Examples In The Process

    17:30 - Empty Nester's Experience with Family Branding

    20:40 - How to Connect with Melissa Smith

    21:45 - Closing remarks

    Connect with Homer Smith:

    Facebook

    LinkedIn

    Website
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    23 分

あらすじ・解説

Advance Your Wealth With Homer Smith provides you and your business with the financial advice needed to make calculated decisions moving forward. With over 18 years of industry experience, Homer Smith, Private Wealth Advisor with Konvergent Wealth Partners, understands the importance of a commitment to customer service and strives to help clients pursue their financial goals towards aspirations and retirement. Each episode we'll take a deep dive into a different complex topic surrounding personal and business wealth management. So sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and topics. Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor.
Copyright 2024 Homer Smith
マネジメント 個人ファイナンス 経済学
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