Business ownership is rewarding but often complicated. Many entrepreneurs who excel at managing complex operations, employees, and growth strategies often struggle to separate their business and personal finances. The very skills that make them successful at business—seeing opportunities where others see challenges, taking calculated risks, viewing all assets as potential resources—can create blind spots in their personal financial management. Blue Trust advisor Stephanie Adams sat down with...
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Business ownership is rewarding but often complicated. Many entrepreneurs who excel at managing complex operations, employees, and growth strategies often struggle to separate their business and personal finances. The very skills that make them successful at business—seeing opportunities where others see challenges, taking calculated risks, viewing all assets as potential resources—can create blind spots in their personal financial management. Blue Trust advisor Stephanie Adams sat down with...
Creating a Pipeline for Purpose with Your Family and Finances
Wisdom for Wealth. For Life.
44 minutes
1 month ago
Creating a Pipeline for Purpose with Your Family and Finances
For nearly 15 years, Blue Trust has had the privilege of walking alongside Lora and Mark Batterson in their financial stewardship journey. The couple founded and leads National Community Church in Washington, D.C., and Mark is a speaker and New York Times bestselling author. Together, they have built their lives around four core family values: gratitude, humility, generosity, and courage. In this episode of “Wisdom for Wealth. For Life,” Blue Trust senior partner and senior private wealth adv...
Wisdom for Wealth. For Life.
Business ownership is rewarding but often complicated. Many entrepreneurs who excel at managing complex operations, employees, and growth strategies often struggle to separate their business and personal finances. The very skills that make them successful at business—seeing opportunities where others see challenges, taking calculated risks, viewing all assets as potential resources—can create blind spots in their personal financial management. Blue Trust advisor Stephanie Adams sat down with...
