✨ Beyond Wealth Management — Building Legacies That Last ✨
In this insightful episode of The Shift Spotlight™, we sit down with Jim from SG Advisors, who reveals how the best family offices go far beyond managing money—they orchestrate every part of your financial life like a championship team.
Jim pulls back the curtain on what true comprehensive planning looks like and the mindset shifts driving long-term success:
⚡ Why siloed advisors once cost a client major tax savings—and how collaboration fixed it
⚙️ How EOS® transformed hiring, culture, and even helped his daughter thrive as an Integrator
🚪 The tough leadership calls—like letting go of “popular” but unproductive employees
🤖 Why AI may disrupt finance, but can never replace human trust
💬 The real key: lasting wealth and legacy take more than spreadsheets—they require courage, clarity, and connection.
🎧 Tune in to hear how Jim and SG Advisors help clients design legacies that outlast market cycles.
👉 What’s one shift you’ve made in your business that’s paying off long-term?
Podcast Guest:
◾ Jim – SG Advisors | www.sgadvisor.net
◾ Hosted by Winter Paskins | www.shiftspotlight.com
We’re always looking for inspiring guests. ➡️ www.ShiftSpotlight.com ⬅️
The Shift Spotlight Podcast is a GCE Strategic Consulting production.
💼 Ready to level up your leadership team with expert support? Explore our fractional EOS® integrator and executive services at www.gcestrategicconsulting.com.
🎙️ Think you’d be a great guest? Apply HERE → https://gcestrategicconsulting.com/shift-spotlight-podcast
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