by Ashley Agnew | Feb 19, 2021
Networking in a Virtual World February 19, 2021. By Ashley Agnew: While there is hope ahead for gatherings larger than our respective predisposed or chosen “bubbles”, there is still likely quite a way to go before we see in-person conferences or networking events take...
by Ashley Agnew | Jan 29, 2021
Featured Panel: When Advisors Collide January 28, 2020. By Ashley Agnew: A business transition is an emotional time for a business owner and tensions can run high while they navigate the many layers and demands of the process. With multiple advisors necessary to...
by Centerpoint Advisors | Jun 18, 2020
While the past few months have been an extremely difficult and unprecedented time for everyone, things are starting to look a little more hopeful now as businesses start to reopen and people return to work. There are still a lot of challenges, however, that...
by Centerpoint Advisors | Apr 13, 2020
In speaking with the many professionals with whom we collaborate on behalf of clients, a common theme during this time of crisis and uncertainty is that of appropriate insurance coverage. We discussed this with Adam Hofmann of FB Insure and he provided a great video...
by Centerpoint Advisors | Aug 1, 2019
August 1, 2019. By Ashley Agnew: As a firm we constantly search for new learning opportunities. This includes not only formal continuing education, but also learning from our peers in our own and related industries. Several Centerpoint employees are...