We’d like to personally invite you to an Empowered Wealth workshop with Ron Nakamoto, CEO of Empowered Wealth, tenatively scheduled for Friday, March 17th from 9 a.m. to noon at The Certior Group office in Wilson, WY. This workshop will cover the basics of our Certior Group philosophy and its roots in Empowered Wealth’s principles, concepts, and tools. For information, contact us at info@certiorgroup.com or (307) 264-0007.
Art Barre Soiree
The Impactful and Contagious Role of a Leader
“I will study and prepare myself and someday my chance will come.”
– Abraham Lincoln
The short article below describes Warren Buffet’s idea that the qualities that make up good character can be learned and, in fact, are the results of choices that people make.
I’m reminded daily of the choices I make as a leader of my family and of The Certior Group. Whether I’m aware of them or not, the choices I make send messages to others about who I am and what matters to me.
One of the most important lessons I’ve learned from working with Empowered Wealth is that I have to show up every day with my “Leader Hat” on. I have to both lead by example and give others the opportunity to grow into their future roles as leaders themselves. I’m sure the same is true for each of you, especially as stewards of your family’s True Wealth. You too must simultaneously make decisions today, lead by example, and cultivate leadership in those who will one day take on responsibilities. These future leaders – especially the future stewards of your family’s True Wealth – must learn to lead in a world that we likely can’t imagine. Nevertheless, our role is to teach, guide, and help them become the leaders they are capable of becoming.
When we started The Certior Group, we saw an opportunity to support families as they steward their True Wealth. Collaborating with families and their advisors to cultivate family leadership is a challenge we’re prepared to take on. For further information, see our page on Family Stewardship.
Our True Wealth Design Process
Encouraging rigorous, constructive debate is indispensable to navigating challenges of high uncertainty, from extending the bounds of knowledge to scaling a business. Argument is “how we come to understand things,” observes (David) Krakauer, a tough and contentious critic who sees (Santa Fe Institute’s) role as a crucible, a place where ideas are put to the test. “I believe in freedom and I believe in community. I also believe in rigor and…challenging nonsense.” Many companies, however, develop cultural and procedural barriers to productive debate, valuing organizational harmony over innovation. The challenge is to find the balance: to foster an environment where people feel comfortable sharing — and arguing — the merits of different perspectives”.
– Robert C. Wolcott
The Certior Group True Wealth Design Process is an important difference between our firm and most other wealth management and financial services firms that we’re aware of. It really comes down to the spirit of collaboration among advisers and a true client-first approach to our work. By collaboration, we mean healthy respect for other advisers and intense debate in order to co-create solutions for clients.
Before we begin debating and creating solutions, one of the first things we do for clients is to help them get organized. Nothing is more frustrating for a client and their advisers than to have too much data and information scattered in too many places for anyone to keep track of, let alone manage effectively. We take advantage of the excellent technology that’s currently available in order to create a personalized dashboard for our clients. This sets the conditions under which high-level collaboration and planning can occur. Please contact us at info@certiorgroup.com for more detailed information on how we can help you get organized, plan, and succeed with our unique tools and processes.