The Three Key Characteristics of Driven Entrepreneurs

by Eric Lawton

Blog

Key Takeaways: Driven business owners are strongly motivated to excel. A commitment to lifelong learning and education is a key trait of driven entrepreneurs. Mastermind...

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Monk Mode: The Power of Focused Intensity in Achieving Goals

by Eric Lawton

Blog

Key Takeaways: Monk mode involves taking steps to focus with extreme intensity on a path we want to be on—while shutting out self-defeating distractions. Engage...

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Thriving Through Financial Stress: Lessons for High-Net-Worth Families

by Eric Lawton

Blog

April is Stress Awareness Month, and there's no better time to reflect on and address the stressors that may impact our lives. Financial stress is...

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Wealth, Success, and Mental Health: Finding the Balance Between Wealthy and Healthy

by Eric Lawton

Blog

April marks Stress Awareness Month, which provides a great opportunity to shed light on a topic often overlooked in the world of high-net-worth investors, which...

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Social Media: Protecting Your Mental Health Online—and Off

by Eric Lawton

Blog

Key Takeaways: Kids and adults spend hours each day on social media. Higher usage can lead to anxiety and depression, while even a short break...

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The Role of AI in Investing and Financial Planning

by Eric Lawton

Blog

The integration of tech can amplify the capabilities of financial professionals As investors navigate the dynamic landscape of the financial markets, they find themselves at...

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What Type of Buyer Should You Sell Your Company To?

by Eric Lawton

Blog

Key Takeaways: Financial buyers are solely interested in getting a financial return by purchasing a company. Strategic buyers care a great deal about generating synergies...

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How the Wealthy Navigate Stormy Weather

by Eric Lawton

Blog

Key Takeaways: Facts and data may help you stay calm—but managing emotional responses to volatility may also be necessary. With adequate liquidity on hand, it...

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The Importance of Comprehensive Exit Planning for Business Owners

by Eric Lawton

Blog

Entrepreneurs looking to sell their companies often focus solely on corporate exit planning, aiming to maximize the sale value. However, this narrow approach may lead...

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Two Types of Family Business Succession Plans

by Eric Lawton

Blog

Key Takeaways: The financial succession plan addresses ownership concerns in the context of taxes, legal control and related issues. The operational succession plan deals with...

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Sharing the Love: A Family Business Succession Plan Checklist

by Eric Lawton

Blog

Valentine’s Day represents love, but not just for couples. You can also spread the love through sharing your family business succession plan with the loved...

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Making Wealth Management Decisions as a Couple

by Eric Lawton

Blog

Key Takeaways: Often, one spouse or partner takes the reins when it comes to financial decisions. Collaborating with your spouse can potentially strengthen your marriage...

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