Investment

September 8, 2021

Have You Ever Thought of Selling Your Business?

If you’ve ever thought of selling your business, Smart Planning Helps the Dream Come True! On a trip I took last year, I bravely walked through the San Francisco airport wearing a Chiefs jersey. The looks I got were priceless. There were a few fun shout-outs here and there, but mostly San Fran still seemed a bit sore about losing Super Bowl LIV with an end-of-game flameout. Joe, behind the airport café counter said, “What a great victory for Kansas City and depressing loss for San Francisco — right when the 49ers had victory within their grasp! This is gonna […]
September 8, 2021

Top Reasons For Business Success

There’s enough negativity in this world. From social media to newspapers to TV, haters and critics abound. As I read a recent list from Entrepreneur Magazine and Yahoo! about the top reasons for business failure, I decided to write a list on the top reasons for business success by today’s fantastic entrepreneurs. Take these with a grain of salt – they are all my opinions after 27 years in the business world. Purpose and Direction. Business owners who are clear on their purpose and why their company exists are better communicators with their team and their clients. They tend to […]
December 7, 2016
Five Traits For Successful Investing Financial Advisor Wealth Managers Overland Park Kansas

Thinking Forward – Five Traits For Successful Investing

November 30, 2016

Thinking Forward – Adoption For Your Next Furever Friend

November 23, 2016

Thinking Forward – So much to be thankful for in America

Blog True Blog Thinking Forward – So much to be thankful for in America Post written by Brian Paulsen | Personal Wealth Manager It has been an interesting few months. A lot of division, a large portion of the US unhappy and concerned about the future with the election outcome, the media doing its best to convince us of our eminent decline. The markets did not collapse, the sun did come up, and we continue to be the beacon of hope to the world. Why? Because what makes America great is not our politicians, it is each of us. My […]
November 16, 2016

Thinking Forward – Who Are We – Millennials Part 1