The 3 Stages

September 24, 2020 |Sam Rook

What’s next in the recovery?

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Other Voices - September 2020

September 19, 2020 |Sam Rook
I got interested in the concept of a Flywheel from reading Jim Collins’ book Good to Great. It lead me down a few rabbit holes into some really interesting and very deep looks at some businesses that have operated using the same flywheel concept. Dan...
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My Appearance at AdvisorConnect

September 02, 2020 |Sam Rook
I had the privilege to appear as a panelist at Wealth Professional’s AdvisorConnect Virtual Conference recently and it was a blast. I was joined by my friends Justin Castelli of RLS Wealth in Indianapolis and Mike Phillbrick of ReSolve Asset Management...
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Sam Rook

Senior Portfolio Manager