Tag: Wealth management ()
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027: It's Leadership, Not Likership!
In Part 2 of our 3 Part special series on leadership, Patti sits with retired US Army Ranger, Captain Kristopher Thompson. Kristopher describes the differing leadership styles within today’s military.
Posted 10/25/2019 03:30 PM
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022: Risky Behavior
Patti Brennan and her Chief Investment Officer, Brad Everett, reveal three specific examples of what they look for in choosing investments for their clients’ portfolios.
Posted 08/16/2019 03:30 PM
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021: Estate Planning Mistakes
In this episode, Patti sits with Stacey Willits McConnell, Chair of the Estate Planning Department at Lamb, McErlane in West Chester.
Posted 08/02/2019 03:30 PM
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019: Selling Your Business
Have you done your due diligence to sell your business and get the maximum value?
Posted 07/05/2019 03:30 PM
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006: What to do When Crisis Hits
Patti shares the story of a family medical emergency that, by sheer luck, did not end in crisis… or worse…
Posted 02/15/2019 04:30 PM
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005: Economic Outlook for 2019
Is America headed for a recession or is this economic expansion part of the typical business cycle?
Posted 02/01/2019 04:30 PM
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004: Headlines and Havoc
In this episode, Patti and Michael Brennan discuss how to differentiate the “noise” from the “substance” in today’s headlines.
Posted 01/20/2019 04:30 PM
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003: Man vs. Machine
There are many pros and cons to using these online tools – so why and maybe more importantly, when, is it the right time to seek out a professional?
Posted 01/07/2019 03:41 AM
