Strategic Archives - Conway Center for Family Business

Strategic

What to Look For in Your 401(k) Service Provider

What to Look For in Your 401(k) Service Provider Courtesy of: Michael L. Beers, CIMA(R), CRPS(R) Senior Vice President Family Wealth Advisor Corporate Retirement Director Morgan Stanley Easton Phone Number: 614.269.3401 Web Address: fa.morganstanley.com/fortis 401(k) salary deferral plans are among the most popular retirement plans today. Nearly every financial services company brokerage – firms, banks, …

What to Look For in Your 401(k) Service Provider Read More »

Perception is Key to the Decision-Making Process

By Jennifer Griffith, Ohio-Area Regional President of First Merchants Bank Perceptions of value, convenience and ability are central to how we weed out the massive number of potential companies we choose to do business with. Knowing the importance of client perceptions, we recently engaged with Saperstein Associates to conduct focus groups with our retail customers …

Perception is Key to the Decision-Making Process Read More »

A Family Business Poem

The Conway Center’s former Director, Becky Blatt, facilitated an educational program: “Managing Family Business Relationships: Siblings, In-Laws, and Spouses, Oh My!” She ended with this poem, which resonated with many of our members. Family Business by Nadir Godrej, Managing Director of Godrej Industries Nadir Godrej, is the leader of a highly successful family business and also a …

A Family Business Poem Read More »

Scroll to Top