Greg Opitz

Blog Business Management

Go Fish: Find and Become a Valued Advisor to Business Owners

Posted on October 2, 2024
Carson Wealth Managing Partner Paul West says: “I love working with small business owners. Why? Because I am one.” It’s only natural as an advisor that you would want …

Blog Business Management

The Importance of Focusing on Women and the Next Generation in Client Segmentation

Posted on January 3, 2024
Occam’s razor is a principle often ascribed to logician and Franciscan friar William of Ockham. Essentially, it states that in most cases, the simplest option is usually the right …

Blog Business Management

Gratitude and Guilt: When Our DNA Wrestles with Our Life

Posted on February 8, 2023
While this job has been fascinating and interesting for all 16 years I’ve done it, the past 12 to 18 months have probably been some of the most interesting …
Load More