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#25 From a Challenging Childhood to Running a Family Office with Carl Adkins
Manage episode 424290745 series 3548702
Treść dostarczona przez Moeller Real Estate. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Moeller Real Estate lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
Carl Adkins is the CEO and lead advisor of Sentinal Private Wealth Group, a virtual family office. Carl is a certified financial planner (CFP) and Certified Wealth Strategist (CWS). Carl collaborates with attorneys and CPA’s to develop investment, business succession, insurance and estate planning strategies. Carl’s focus is to serve my clients and what matters to them the most. Carl and his wife Alyssa live in Wyoming, OH and have three wonderful teenagers.
In this episode, Carl and Phil discuss:
· Carl’s life verse.
· The importance of strong family values.
· Why home needs to be the safest place to make mistakes.
· The importance of self-awareness in growth.
· What an enneagram test is and how to use it to build self-awareness.
· The importance of starting to build your business and life team now.
· What a family office and virtual family office are.
· How his childhood and the need to help others around him ended up serving Carl, and how he helps people today with what he does.
· Why relationships are so important to success.
Follow :
LinkedIn Carl A. Adkins, CFP, CWS
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