May 8, 2019 Breakfast Meeting Announcement
Obliquity and Business Owners: A New Approach for Wealth Management
Presented by: Allie Taylor, PhD, Orange Kiwi
Successful business owners are essential creators of wealth in the US economy. As such they are highly prized clients for wealth management firms. Most often, however, the majority of the business owner's wealth is tied up in their business. Many of these business owners are baby boomers on the verge of exiting their business.
The average wealth manager recognizes this . . . and leads with a strategy for "diversifying your asset base" and thus, completely misses the point and only creates resistance from the business owner.
We present a new approach for wealth management firms and advisors that puts the business owner truly at the center of the puzzle. Rather than taking a direct, technical expert approach, we suggest an oblique approach that focuses more on the holistic needs of the business owner. In so doing, advisors learn how to increase their AUM and serve this population more effectively.
Wednesday, May 8th, 2019
Location: Arizona Inn
2200 E. Elm St, Tucson, AZ, 85719
Members $15 / CFA Members $25 /Guests $40 (No CE credits for guests)
First time breakfast guest fee - complimentary (No CE credits for guests)
Registration and Breakfast 7:15 AM
Speakers will speak 7:45 AM -9:30 AM
2 Hrs of CFP CE Credits for FPA/CFA Members
RSVP to Gerry Oldenski by Friday,
May 3, 2019 at
To prepay with PayPal go to our website
We accept checks and cash at the door on the day of the meeting
No Shows with reservations will be billed for the breakfast unless prepaid
About the Speaker:
Allie Taylor, PhD is a Business Psychologist & Trusted Leadership Advisor: she helps successful middle market owners and their management teams identify and overcome inherent transition barriers that derail success. Built on the fundamental insight that the greatness of a firm will be directly proportional to the greatness of its leader(s) the focus is on ensuring that owners have the necessary clarity to transform themselves, their management teams and their organization to beat the odds and achieve success at points of significant transition (scale/sale/succession).
Allie's background in business, science, and psychology has 3 things in common: a) working with others to solve complex problems; b) using a systems thinking approach; and c) applying a disciplined people first process for maximizing results. At Orange Kiwi our methodology is built on real world experience combined with academic rigor that gets results for our busy clients.
2019 Programs - Upcoming Meetings
Mark Your Calendars
(All Breakfast meetings at the Arizona Inn )
Registration and breakfast at 7:15 AM
Speaker will speak 7:45 AM -9:30 AM - two hours of CFP CEfor FPA members
There are no meetings in June and July
Date: August 14, 2019
Date: September 11, 2019
Topic: Behavioral Portfolio Design
Date: October 9, 2019
Topic: Economic & Market Update
Date: November 13, 2019
Topic: Rewirement, Rethinking Retirement
Date: December 11, 2019
If you have any ideas for topics or speakers, please contact