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Are you overly concerned with your return on investment? Well, it turns out that there are more life-altering factors to consider than ROI. 

In today’s episode, Tim Scannell introduces a perspective-changing approach called “return on life.” He explains how this process differs from a return-on-investment focus and explains why ROI is only one part of the equation.

In today’s episode, you will learn

• Why focusing only on ROI is problematic
• What it means to change the conversation from return on investment to return on life
• The three key areas that the return on life process focuses on
• The definition of “fiscalosophy”
• What is included in the eight sections of the return on life questionnaire 
• And more!

Join Tim now to learn how the return on life process can shift your investment-focus for the better! 

Resources:  HighTower Great Lakes

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Would family office services make your life easier? If so, what is the first step to getting started?

In part two of his mini-series, Tim Scannell explores these questions and talks about which tasks clients are most excited to hand over to his family office service.

In this episode, you’ll learn:

• Some of the most common services families seek out within the family office services
• About the different functions of a single family office versus multi-family office services
• What having a virtual family office involves
• How Tim helps families in emotionally difficult situations make decisions for family members who need support
• The three sections that make up the family needs assessment at HighTower Great Lakes

Tune in to find out how you could benefit from family office services.

Resources:  HighTower Great Lakes | Episode 15: What You Didn’t Know About Family Office Services