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Empowered Wealth + You

April 29, 2017 by Ron Nakamoto

Empowered Wealth + You (Ron Nakamoto)

On April 29th, we conducted our first Empowered Wealth + You workshop at our home in Jackson. Ron Nakamoto, CEO of Empowered Wealth, introduced the basic concepts that comprise the Empowered Wealth Mindset: Gratitude, True Wealth, and Leadership. Ron led the group in a series of exercises designed to explore these concepts in some depth. Avi Kantor, Founder of The Certior Group, gave an overview of how The Certior Group incorporates Empowered Wealth in their work.

Empowered Wealth + You (Avi Kantor)

The Certior Group will continue to conduct social events as well as Introductions to Empowered Wealth and The Certior Group in addition to Empowered Wealth + You half day events.

Filed Under: Recent Events Tagged With: Empowered Wealth, Family Culture, Leadership

The Impactful and Contagious Role of a Leader

March 1, 2017 by Avi Kantor

“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.

Warren Buffet Article

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.

Avi Kantor

Filed Under: Leadership Tagged With: Family, Leadership, Stewardship, True Wealth

Cooperation or Collaboration? What’s the Difference and Why It Matters More Than Ever (Part 2 of 2)

November 14, 2016 by Avi Kantor

Cooperation or Collaboration? What’s the difference and why it matters more than ever? [Read more…]

Filed Under: Leadership Tagged With: Collaboration, Leadership

Cooperation or Collaboration? What’s the Difference and Why It Matters More Than Ever (Part 1 of 2)

October 14, 2016 by Ron Nakamoto

Cooperation or Collaboration? What’s the difference and why it matters more than ever? [Read more…]

Filed Under: Leadership Tagged With: Collaboration, Leadership

V.U.C.A

September 20, 2016 by Avi Kantor

The military term “V.U.C.A.” – which stands for “Volatile, Uncertain, Complex, and Ambiguous” – was originallay created to describe the conditions that would exist with the collapse of the soviet Union. Eric J. McNulty illustrates in his blog post how the term has been adopted by advisors and consultants to describe the conditions that business and family leaders face today.

Leading in an Increasingly VUCA World

What you leave behind is not what is engraved in stone monuments, but what is woven into the lives of others.

– Pericles

Today, global economic, political, demographic, and technological changes conspire to create potential VUCA conditions in our lives. As the author Eric J. McNulty states, “Constant change can set people on edge because we humans crave certainty.” We agree. In fact, in our work with clients we expand upon our understanding of VUCA by talking about the additional human desires for stability, simplicity, and clarity (i.e., the opposites of volatile, complex, and ambiguous).

To some extent, we also agree with McNulty that we can “create an island of certainty amid VUCA turbulence” by focusing on rock-solid values, clear decision-making criteria, and learning from mistakes. But we think there’s more to it. It’s a matter of mindset.

For us at Certior, having an optimal mindset is critical to the work we do and the approach we take with clients. Because of our training and experiences, we start with Gratitude as fundamental to the mindset we advocate. Research supports the notion that Gratitude can rewire our brains and help us to be at our best despite negative external circumstances. In addition to Gratitude, what our clients value most, especially what they value more than money – which we call “True Wealth” – informs much of the work we do. In nearly all cases, this involves a focus on family, health, and spiritual growth. Having a growth, lifelong learning mindset, as well as a generous spirit are all part of this optimal mindset for a VUCA world.

For our clients, we perform many financial, trust, and estate planning services. These are “what” we do and “how” we do it. But when we ask ourselves why we do what we do, it comes down to helping families protect, grow, and sustain their True Wealth. We want to help you thrive despite the VUCA world we live in.

Avi Kantor

Filed Under: Leadership Tagged With: Family Culture, Leadership, VUCA

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