KEY TAKEAWAYS A commitment to achieving great results is crucial.A strong business model must be in place.The right team – including a wealth manager – is essential. As a business owner, you’re probably well aware that entrepreneurship is one of the best...
By Homer Smith El Paso de Robles, or “The Pass of the Oaks,” boasts an agricultural history that includes barley, almonds and as all wine lovers know, vineyards. Located in San Luis Obispo County, Paso Robles is California’s fastest growing AVA. At approximately...
by Homer Smith Here is a quick glimpse into what I have been reading over the last month! I would love to hear if you have any books, business or not, that you think are must reads! The Automatic Customer – John WarrillowIn talking with business owners over the...
If you’re a business owner, life insurance-based strategies and solutions are a valuable tool if you’re trying to build a sizeable estate and/or to help preserve that estate. As an investor with significant assets, it’s ...
