Member Spotlight

Roey Diefendorf was published in Personal Excellence magazine and Financial Advisor magazine this past month. Read his articles on "total wealth" planning.

Home Court Advantage - Make it count.

We know what home-court advantage looks like in sports, but do we know what it looks like in our families?

Total wealth planning provides the total solution. Your total wealth includes your tangible and intangible assets. So, do what the successful 30 percent have learned to do - build a home-court advantage by using five strategies.

By addressing your total wealth - including your personal, financial, and social wealth - you can establish your family's own home-court advantage where it counts - at home.

Download the full article. (219kb pdf)

Thinking in 3-D

The purpose of this article is to share with the reader a radical and inspiring concept concerning success and wealth. My goal is to help redefine wealth and create a "balance sheet" for your clients based on the personal, financial and social aspects of their lives. If you challenge your preconceived notion of wealth, it will help you embrace this new, broader-based approach to wealth management. The future of our profession will be different, brighter and more fulfilling if we will elevate our thinking to a new level, or better yet, to a new dimension: "3 Dimensional Wealth."

Download the full article. (952kb pdf)