Community Leadership and Running a Small Business
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)
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.
Family Matters
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.