My father was called home to be with God 12 years ago on Thanksgiving Day, November 24th, 2011. Today would have been his 75th birthday. There is not a day that goes by that I do not think of my dad. In his memory, I wanted to share the 12 most important lessons he taught …
At Beratung we embrace a culture of making mistakes. As its often quoted “To err is human; to forgive is divine” – Alexandar Pope. We find that too often most of us strive for perfection, fearing the missteps that can lead us astray. But what if I told you that mistakes are not stumbling blocks …
In our eMoney Tip of the week, Our CEO Greg Furer reviews the lead capture tool in eMoney Advisor, how we use and why we think all planning firms that use eMoney and are looking to bring on more clients should use it.
At Beratung we embrace the 80% rule and MVP as part of our culture. We want to lean towards action and then improvement instead of inaction and perfection. In leadership, this concept often gets overlooked in the pursuit of perfection, because we want to always be right. That is where the the 80% rule come …
Our CEO, Greg Furer, explains how to customize alerts in eMoney to maximize productivity and reduce unwanted noise.
Our CEO, Greg Furer, talks about a program called Bamboo, and how it can help you maintain a clean, user-friendly client portal that your clients can conveniently access.
Our CEO, Greg Furer, talks with Connor Sung at eMoney about new software updates in the Summary Plan and Decision Center that can help you organize your workflow.
There are a few exercises I believe everyone should do in life to discover their calling and create a compass to guide their life. They are: Discover and declare Your Why Define your Core Values Create your Mission Statement Create your Vision for your future Create your Life Roles I have done each of these …
