Following our merger to form HighTower Great Lakes two years ago, we have added so many additional services and benefits for our clients! Today, Tim Scannell is back with the second part of his State of the Union mini-series, where he shares why he decided to merge, and how it has enabled him to extend …
Will working from home become the new normal? In part one of this three-part mini series, Tim Scannell shares some of his best practices when it comes to working remotely, and mentions key takeaways you can incorporate into your daily work life. In this episode, you will learn: Why having the right equipment is necessary …
Have you ever wondered what goes into relationship management for financial advisors? In this episode, Tim Scannell introduces Samantha Pietruszynski, a financial planner at Hightower Great Lakes, who shares what she does to ensure that her clients feel confident and comfortable in the financial advising relationship. In this episode, you will learn: What Samantha does …
Building a successful business begins with building a successful management team. In part two of this mini-series, Tim Scannell continues his discussion of why as business owners it’s crucial to have the right management team. He shares the importance of defining objectives, creating a vision, developing the right skills, and lists the various tools to …
Do you have a key management team that’s ready to take over your business? In part one of this new mini-series, Tim Scannell talks about what business owners have to lose by not locking in and training successors NOW. Tim shares insights from his experience with finding a key person to take over his business …
Do you know how to generate the greatest value for your business? In this episode, Tim Scannell is joined by Greg Clark, a certified valuation analyst, CVA and a CPA. Together they discuss the benefits of acquiring the services of a valuation analyst, and answer commonly asked questions and concerns surrounding business valuations. In this …
One of the greatest gifts you can give to your beneficiaries is by having things all planned and buttoned up. In this episode, Tim Scannell discusses the importance of appointing an executor, why they are so important, what they do and some of the key variables you may want to consider when selecting one. In …
Given COVID-19 lockdown circumstances, families are seeing much more of each other than usual. Have you thought about how this can affect your family business? In this episode, Tim Scannell sheds light on the importance of identifying potential conflicts in the family business, how these conflicts can accelerate and what the potential repercussions of conflicts …
Having a financial advisor is great but having one who understands and works towards your goals is even better. Tim Scannell reveals the many types of financial advisors available and how each can benefit various financial situations. He discusses the importance of finding someone who fits with your goals and the importance of open communication …
The average person is likely to change careers 5-7 times in their lifetime. As a business owner, what are you doing to ensure your top employees want to stay? In this episode of The Wealth Stream Podcast, Tim Scannell dives into incentive programs and how they help business owners retain key people. In this episode, …