20.03.2015 Views

Kayla Tausche CNBC

The arrival of January seems to bring out the list-making in the media. There are reviews of the previous year and predictions for the one we are now in. Publications commonly create a list of Top 40 Business People that are under the age of 40 as top entrepreneur’s to watch for the upcoming year. It used to be that 40 was the target for career establishment. Not anymore. In today’s aggressive market place, a long track record of success prior to age 30 is not uncommon. Credit technology is the empowerment of the Millennials. The reality is that the age bracket in which 30 is considered old, don’t just have extensive resumes – they have already formed in irreversible impact. That’s why The Suit Magazine opted to highlight six of these movers and shakers in our first edition for 2015. As expected, our list contains success stories from social media. There is no denying the changes and questions the emergence of social media brings to our world. Yet, our list goes further.

The arrival of January seems to bring out the list-making in the media. There are reviews of the previous year and predictions for the one we are now in. Publications commonly create a list of Top 40 Business People that are under the age of 40 as top entrepreneur’s to watch for the upcoming year. It used to be that 40 was the target for career establishment. Not anymore. In today’s aggressive market place, a long track record of success prior to age 30 is not uncommon. Credit technology is the empowerment of the Millennials. The reality is that the age bracket in which 30 is considered old, don’t just have extensive resumes – they have already formed in irreversible impact. That’s why The Suit Magazine opted to highlight six of these movers and shakers in our first edition for 2015. As expected, our list contains success stories from social media. There is no denying the changes and questions the emergence of social media brings to our world. Yet, our list goes further.

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BUSINESS / FINANCE<br />

26 Helping to CURE Analysis Paralysis<br />

When employees receive those 401(k) packets from their companies,<br />

many feel lost, reacting with the classic “deer in the headlights”.<br />

28 Gaining the Most from Letting GO<br />

When it comes to planning an exit strategy, most aren’t<br />

doing enough about it early enough to get the best monetization<br />

out of a lifetime of work.<br />

30 Serious, long-term relationship<br />

Creates Generous Financial Future<br />

32 Finding One’s Own successor<br />

11 percent of those whose livelihood comes from<br />

helping others are actually following their own advice<br />

regarding the importance of identifying and grooming<br />

their own successor.<br />

35 Riding out Market Trends<br />

Tightened regulations in the lending industry after the<br />

Great Recession just don’t appear to be loosening up in<br />

any significant manner anytime soon.<br />

36<br />

44<br />

An Endgame First Perspective<br />

Fresh approach to retirement planning<br />

40<br />

The Importance of True* Knowledge<br />

Learning About What You Don’t Know is Key to Investment<br />

Strategy<br />

FEATURE STORY<br />

42 Silent Trends<br />

Entrepreneurial rates decline and innovation districts rise<br />

If You Don’t Panic Your Clients<br />

Won’t Either<br />

The concept of finding advisers who put clients’<br />

needs ahead of their own is a highlighted theme that<br />

the only surefire way to get advice “in the best interest<br />

of the client” is to work with an RIA.<br />

46 Quality as a critical planning criterion<br />

Commonly held knowledge says that it takes years, combined<br />

with skilled expertise in handling regulatory red tape, to get a<br />

new medical drug or device out of development and into the<br />

marketplace.<br />

47 Maximizing Family-owned Businesses<br />

Making big business deals – sales, mergers and acquisitions<br />

48 Delivering Tough Financial Truth<br />

It has been said that the job of a financial adviser is to be part<br />

money manager and part counselor, with the listening skills<br />

of a bartender, but without serving mind-altering concoctions.<br />

49<br />

The Economic Reality Radio Show<br />

Want to know how the average American feels about the economy,<br />

listen to a radio talk show featuring a respected financial advisers<br />

50 Time is wealth<br />

An ounce of prevention is worth a pound of cure.<br />

52 The Dynamic Duo inFinancial Planning<br />

Bringing a substantial amount of professional training, expertise<br />

and experience to their clients.<br />

55<br />

56 The Comfortable portfolio<br />

Investing is not a one-size-fits-all formula<br />

60<br />

Well Beyond 9 to 5<br />

Long gone are the days when financial advisers only met with clients<br />

in the adviser’s professional office.<br />

Building a Community<br />

Re-building Commerce in Chattanooga, Tennessee<br />

61<br />

Trust and Transparencey<br />

Choosing a financial advisor essentially means entrusting that<br />

person with your financial future.<br />

THE SUIT MAGAZINE p.5

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