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Stay up-to-date on the latest industry news and information.

April 1, 2014 | The Wealth Channel Magazine

The Granum Center Update

The 2013 Knowledge Summit provided a perfect platform to broadly introduce the resources of the Granum Center coupled with the opportunity to engage in small group discussions with attendees. The purpose of the Zone was to create a dynamic venue for financial security professionals to debate, discuss and learn about key issues facing our profession.

April 1, 2014 | The Wealth Channel Magazine

Family Business Dynamics

By: Stephen D. Tarr

There are many ways to define family businesses. At the Goering Center we choose to use the definition developed by Harvard Business School. That is, where two or more related individuals own, lead or make the major decisions for a company. Now, that could be everything from a mother and her son on through to Ford Motor or Walmart.

October 1, 2013 | The Wealth Channel Magazine

Social Media Insights for Financial Professionals

By: Jennifer DeTroye

Advisors are bombarded with messages about social media. The unwritten expectation is that a social media strategy should be a key part of an advisor’s marketing plan. However, before jumping headlong into the social media sphere, savvy advisors are asking questions.

October 1, 2013 | The Wealth Channel Magazine

Granum Center Creates Signature Offering: The Executive Impact Initiative (EI2)

With its mission to boldly lead the charge to grow and strengthen the profession, the Northwestern Mutual Granum Center for Financial Security partners with company leaders and industry associations to provide a venue to work together to solve key challenges facing the industry today. To this end, the Center launched its signature offering: the Executive Impact Initiative (EI2).

October 1, 2013 | The Wealth Channel Magazine

Granum Center Celebrates First Anniversary

Changing consumer preferences, multiple distribution models, technology advances and ongoing economic challenges created an urgent need for a new center of influence in the financial security profession. One year ago, The American College launched the Northwestern Mutual Granum Center for Financial Security.

April 1, 2013 | The Wealth Channel Magazine

Business Succession—Planning for Future Generations

By: Roy C. Goldberg

Business liquidation is a typical result of a failed business succession plan. The main issue of business succession is the development of future leadership and how new management will cash out the current owner’s business capital. Will the next generation have entrepreneurial skills and management talent?

April 1, 2013 | Maggie Baker

Practical Perspectives that Make a Difference

By: The Wealth Channel Magazine

As a psychologist and financial therapist, I work with the constant ebb and flow of people’s lives. As financial planners and advisors, so do you. Plus, you have to react to risk and volatility in your clients’ lives as well as in the financial markets. I’m sure that many financial advisors would love to have less change.

April 1, 2013 | The Wealth Channel Magazine

Advising Clients to Gift to their Children

By: Joan L. Sharp

If your client is lucky enough to be in a strong financial position, gifting is one way to approach the subject of their children’s financial well-being. Gifting opens the door for conversations about money between parent and child. You may discover that many of your clients are afraid to talk about money with their kids.

April 1, 2013 | The Wealth Channel Magazine

Granum Center Debuts New Website

At its core, the Northwestern Mutual Granum Center for Financial Security acts as a catalyst to boldly engage around opportunities to strengthen the profession. With that in mind, the Granum Center is focused on providing an environment where provocative questions are embraced and bold thought leadership is expected.

December 1, 2012 | The Wealth Channel Magazine

Center for Financial Security Appoints Director

By: Erin Gazica

The Northwestern Mutual Granum Center for Financial Security at The American College has made its first major step since the recent announcement of its $4.2 million foundational gift from Northwestern Mutual. The American College appointed as Executive Director of the Center Sharen L. King.

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