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Simple things are sometimes amazing

Terry Santore

August 20, 2019

The other day I was in Barnes and Noble and they had done the most simplest thing- but I was so in awe.

They had taken about ten books,  wrapped them in brown wrapper,  then wrote on the outside a short intro about the story.   You got to pick your read based solely on the story- not what the book looked like, not who wrote it, but just on what you found was...


What Does Prosperity Mean to You?

Terry Santore

April 25, 2019

This question, asked at the 2019 Milken Institute Global Conference, was answered by David Hunt, and shared on Linked in.  I found it very well written and thoughtful and would like to share it with you.


Lunch anyone? It only takes an hour to show your appreciation.

Terry Santore

March 7, 2019

I like to take our team out for lunch a few times a year.  We all have to eat, and spending time together instead of grabbing something at our desk is so much better.   There is no agenda, just good food and time away from the office.   Catching up on how each employee's family is doing, what kind of vacation plans they are making this year, and what they have been...


Sometimes smaller is just better

Terry Santore

February 17, 2019

Plans for my firm have changed dramatically this past year.  Instead of constantly growing which means increasing staff in tandem, I’ve come to the realization (unfortunately not of my own doing)  that I like the lower level of staff needed to run my practice today and I don’t want to grow in both directions any more.  For someone who loves the skill sets used to...



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