Posts Tagged ‘Generosity’
Client?
Posted on April 3rd, 2012 by GWM
Are you interested in talking with me about your finances and investments but not sure if we’re the right fit?
I have clients of all portfolio sizes, ages, employment, and stages of life.
What I like to do is make a difference in someone’s life. Frankly, it’s just as rewarding for me to work with a young couple who are serious about planning and saving for their future as it is to manage portfolios and wealth for business owners and retirees.
Don’t be shy. If… Read More
I am taking new clients
Posted on October 7th, 2011 by GWM
Last quarter a client of mine asked my permission to refer his friend to me. He didn’t want to offend me by giving out my business card without my okay.
I’m hereby giving everyone permission to offend me!
What this conversation led me to understand is that I haven’t done a very good job communicating that Generosity Wealth Management has the knowledge, infrastructure, and expertise to help out your friends, family, and those you care about.
I work with clients… Read More
What does Wealth Management Mean?
Posted on May 25th, 2011 by GWM
What does “Wealth Management” mean, and what do “Wealth Managers” do that is different from other advisers?
Why did I name my company “Generosity Wealth Management”.
I’m glad you asked, because I answer these fine questions in a 3.5 minute video below.
I encourage you to click on it and listen.
TRANSCRIPT:
Hi Clients and Friends, Mike Brady here. This week I want to talk about wealth management and wealth managers and how that might be different than a money manager. And then I’m going to talk a little about why is my… Read More
10 Tips for Charitable Giving During Retirement
Posted on April 20th, 2011 by GWM
J
ust because you’re retired, doesn’t mean you can’t be charitable if that’s one of your goals.
But, to get the most out of your giving, I have some tips for you.
Here are 10 tips
 … Read More
Client?
Are you interested in talking with me about your finances and investments but not sure if we’re the right fit?
I have clients of all portfolio sizes, ages, employment, and stages of life.
What I like to do is make a difference in someone’s life. Frankly, it’s just as rewarding for me to work with a young couple who are serious about planning and saving for their future as it is to manage portfolios and wealth for business owners and retirees.
Don’t be shy. If… Read More
I am taking new clients
Last quarter a client of mine asked my permission to refer his friend to me. He didn’t want to offend me by giving out my business card without my okay.
I’m hereby giving everyone permission to offend me!
What this conversation led me to understand is that I haven’t done a very good job communicating that Generosity Wealth Management has the knowledge, infrastructure, and expertise to help out your friends, family, and those you care about.
I work with clients… Read More
What does Wealth Management Mean?
What does “Wealth Management” mean, and what do “Wealth Managers” do that is different from other advisers?
Why did I name my company “Generosity Wealth Management”.
I’m glad you asked, because I answer these fine questions in a 3.5 minute video below.
I encourage you to click on it and listen.
TRANSCRIPT:
Hi Clients and Friends, Mike Brady here. This week I want to talk about wealth management and wealth managers and how that might be different than a money manager. And then I’m going to talk a little about why is my… Read More
10 Tips for Charitable Giving During Retirement
J
ust because you’re retired, doesn’t mean you can’t be charitable if that’s one of your goals.
But, to get the most out of your giving, I have some tips for you.
Here are 10 tips
 … Read More
