by Joe Lind | May 22, 2025 | Client Service
Written by Greg Beck, Chief Growth Officer and M&A Advisor at FocalPoint Advisory Services , and Joe Lind, CEO at Dinergy Wealth Management In the chaos of an M&A transaction, there’s no shortage of advisors jockeying for a seat at the table—lawyers, CPAs,...
by Joe Lind | May 13, 2025 | Financial Preparedness
Written by Greg Beck, Chief Growth Officer and M&A Advisor at FocalPoint Advisory Services , and Joe Lind, CEO at Dinergy Wealth Management Most business owners think wealth advisors only show up after the sale—when the wire hits and it’s time to figure out what...
by Joe Lind | May 8, 2025 | Financial Preparedness
If there’s one complaint we hear all the time from people coming to us from other wealth advisors, it’s this: “I don’t feel like I was being listened to.” It’s frustrating. You sit down, talk about your goals, and—before you even finish your sentence—you’re handed a...
by Joe Lind | May 6, 2025 | Investing
One of the biggest frustrations we hear from people looking for financial advice? “I walked into a meeting, and they started talking to me like I had millions to invest.” Look, it’s great when an advisor is excited about options. But if those options don’t fit your...
by Joe Lind | May 1, 2025 | Financial Preparedness
We love Nassim Taleb around here. His idea of “antifragility”—systems that don’t just survive stress but thrive because of it—is a concept that hits home for investors, especially when markets are bouncing around like a toddler after cake. The truth? Your financial...
