Retirement Means Living the Life You Choose

Coach Harrick Will Tell You: Retirement Means Living Life on Your Own Terms

Fulcrum Partners Fulcrum Partners News, Leadership

For a man that loves the game of basketball, you might think that thirty-plus years of college coaching, taking Division I college teams to the NCAA tournament 16 times, and winning it all by leading UCLA to the National Championship in 1995 would be enough. You might think Coach Jim Harrick would look back on his many legendary accomplishments and …

AALU Doubles Membership Congrats from Fulcrum Partners

Congratulations AALU on Doubling Membership

Fulcrum Partners Fulcrum Partners News, Leadership

Earlier this month, the American Association of Life Underwriters (AALU) announced that by reaching a membership level of more than 4,000 entrepreneurial financial security professionals, the association has now doubled its membership. Many of the managing directors at Fulcrum Partners are members of AALU and we are proud to share AALU’s recent announcement. AALU Doubles Membership Washington, D.C. – AALU today announced …

Generational Workforce

Generational Workforce Challenges, No You’re Not Imagining Them

Fulcrum Partners Leadership

Fulcrum Partners is pleased to share this article from Donna Bernardi Paul, managing director of BDO’s Business Services & Outsourcing practice. How to Address Generational Workforce Challenges By Donna Bernardi Paul Are differences in work and communication styles in the workplace among the different generations the cause of leadership or supervisory challenges—or is it something else? There have been a plethora …

Fiduciary Excellence Fulcrum Partners

Congratulations SRP, Awarded Fiduciary Excellence Certification

Fulcrum Partners Leadership

Strategic Retirement Partners has been honored with a Certification of Fiduciary Excellence. The award, presented by the Centre for Fiduciary Excellence (CEFEX), honors demonstrated adherence to fiduciary best practices. As part of the award process, Strategic Retirement Partners was subject to a rigorous, multi-month audit and certification protocol, guided by the “Prudent Practices® for Investment Advisors”, an industry-recognized handbook that …

Leadership Lesson

#ICYMI Leadership Lessons from College Hoops

Fulcrum Partners. Leadership

Planning a weekend of college basketball? We’re reposting an “In Case You Missed It #ICYMI” story that appeared last week on Deferred Compensation News. Thank you Monte Harrick, Managing Director Fulcrum Partners and son of legendary Jim Harrick, for sharing this memory… It’s March…let the Madness Begin! Well, it’s March…and that only means one thing in my household…it’s March Madness. One …

A Lesson in Leadership Fulcrum Partners

A Lesson in Leadership

Fulcrum Partners Leadership

Sharing this timely leadership story from Fulcrum Partners Managing Director, Monte Harrick. It’s March…let the Madness Begin! Well, it’s March…and that only means one thing in my household…it’s March Madness. One of the most iconic moments in NCAA Basketball Tournament history was in 1995 when Tyus Edney of UCLA sprinted full court thru the Missouri defense in 4.8 seconds to win …