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#25 From a Challenging Childhood to Running a Family Office with Carl Adkins
Manage episode 424290745 series 3548702
Moeller Real Estate에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Moeller Real Estate 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Carl Adkins is the CEO and lead advisor of Sentinal Private Wealth Group, a virtual family office. Carl is a certified financial planner (CFP) and Certified Wealth Strategist (CWS). Carl collaborates with attorneys and CPA’s to develop investment, business succession, insurance and estate planning strategies. Carl’s focus is to serve my clients and what matters to them the most. Carl and his wife Alyssa live in Wyoming, OH and have three wonderful teenagers.
In this episode, Carl and Phil discuss:
· Carl’s life verse.
· The importance of strong family values.
· Why home needs to be the safest place to make mistakes.
· The importance of self-awareness in growth.
· What an enneagram test is and how to use it to build self-awareness.
· The importance of starting to build your business and life team now.
· What a family office and virtual family office are.
· How his childhood and the need to help others around him ended up serving Carl, and how he helps people today with what he does.
· Why relationships are so important to success.
Follow :
LinkedIn Carl A. Adkins, CFP, CWS
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