Broker Check

Building Your Business

Community Leadership and Running a Small Business

October 24, 2019
Building Your Business Leadership Life/Work Integration

Corey Phillips is a successful financial advisor with The Bulfinch Group as well as a co-owner of a retail liquor store, community advocate that sits on the Board of 4 different non-profits, a youth sports coach, and a dad of 2 daughters. Corey explores how to manage the illusive time-to-value ratio so that we can decide what doing it all looks like for each of us.


All in the Family (Business)

October 24, 2019
Building Your Business Finding a Career that Fits Leadership Life/Work Integration

Andrew Guyton is a financial advisor with 7 years of experience who joins us to talk about the pros and perils of a family business. He addresses what he and his father do to make financial planning fun and engaging but also how he maintains a personal identity within a family business.


Empowering Women

October 23, 2019
#ThisIsBulfinch Building Your Business Leadership Making a Difference

Womens’ Worth Founder Amy Lampert, a Financial Advisor with The Bulfinch Group, is on a mission to empower women to be masters of their financial destinies through education on the complicated topic of money. Her goal is to help create wise and informed consumers.


Family Matters

October 15, 2019
#ThisIsBulfinch Building Your Business Finding a Career that Fits Life/Work Integration

Bulfinch Group Financial Advisors Mike and Zvi Shtifer reflect on their father-son team and what it means to be part of The Bulfinch Group. This intergenerational team discuss values, trust, and understanding what matters most.