Today’s newsletter is a little bit different than my normal touch point and lessons that I like to relay. Today I am going to...
From my family to yours, have a safe holiday season and Merry Christmas!
It’s been a traumatic and crazy year for everyone with the pandemic, lockdowns, the stock market, businesses being closed or under lockdown and the...
Hey folks, today I’d like to talk about relationships and trust. I’ve built some strong relationships with clients over the years and I was...
Here’s a recent story about being a Personal Financial Quarterback and how I was able to be that one-point person to help coordinate an...
Happy Labor Day weekend! The beginning of September marks that transitioning time from summer to fall. Now is the time period I like to...
I’m back from my vacation and in this video I discuss the idea of getting renewal time and stress the importance of getting away...
In my latest installment of my Difran Subscription series I encourage you all to go get some downtime. Try and get away for a...
For my second Difran Subscription video I discuss family governance, the importance of creating a family vision and reasons why many family businesses end...
In my first Difran Subscription video I discuss the importance of reviewing your will, estate plans and business succession plans. 68% of Americans do...