"You will be the same person in five years as you are today except for the people you meet and the books you read." — Charlie "Tremendous" Jones Books are more than just pages bound together—they're gateways to new perspectives, skills, and possibilities. Each book on...
By Marc Shaffer My Journey with Pathway to Mastery® Beyond Professional Training to Meaningful Connections As a financial planner who has taken the Pathway to Mastery® course, I've discovered that this program is far more than just training. It is a transformative...
By Marc Shaffer The journey of leadership is one of continuous growth and learning, and I'm excited to share my enriching experience from this year's LEADERs Institute through Catalyst Development. This comprehensive leadership development program has not only...
By Marc C. Shaffer As a financial planner, I've always believed in the power of personal connection. Years ago, inspired by Brian Buffini's real estate coaching, I embraced the practice of sending handwritten notes. The impact was immediate and profound - clients,...
Marc Shaffer was recently featured on an episode of “The Corporate Couch” podcast hosted by Jeff Pelaccio. They discuss: Creating a Culture of Help; Having Kids Later in Life; Books That Influenced Him and more.
By Jessica Searcy Kmetty
After weeks of lockdown, I’m sure the last thing people are thinking about is taking a sabbatical.
Traditionally seen in academic fields, sabbaticals have become popular in recent years as both an employee benefit and as a mid-career break for professionals. But, what if they were built into the normal tempo of life in a similar fashion like summer vacations?
By Marc Shaffer
As a financial planner, I am an advocate for planning and coaching that helps you get the most out of life. For the first 35 years of my life, I steered my own ship toward my destinations of choice. I would call myself a driven individual with personal goals that I liked to achieve each year, and I always had the freedom to make those happen exactly how I chose.
When I got married, new life goals were developed, and I decided a life coach could really be beneficial into making the transition from individual to couple. I wanted to make sure I was as strong in my marriage as I was before.
We are something other than what we imagine, something greater. We heed that mysterious calling—to connect ourselves with others. That’s the voice of gratitude. That’s why we say thank you.
Gratitude is not so much a moral obligation. It is a yearning to step beyond ourselves.
Gratitude links us to that raw precept expressed in President Lincoln’s sweeping, majestic prose in his first inaugural address: “…when again touched, as surely they will be, by the better angels of our nature.”
Finding your place in the financial industry can be an overwhelming task. There are a multitude of position types available and you don’t want to waste years determining which one is right for you. We believe internships should be structured to give students a day-to-day glimpse into what it takes to work for an independent RIA firm. This means you do more than just make coffee…a lot more!