No one is immune to risk—not now or in the future. The key to managing risk in financial planning is to figure out what can be reduced or offloaded to a third party with strategies designed to protect you and your future. If 2020 has taught us anything, it’s that risk, change, and uncertainty are inevitable. My first guest, John Smallwood, is a senior wealth advisor, President of Smallwood Wealth Management, and is the author of, It’s Your Wealth – Keep It: The Definitive Guide To Growing, Protecting, Enjoying, And Passing On Your Wealth. He joins us today to discuss how to build your financial plan and take greater control of the risks that are associated with it. John also shares why it’s not too late to make changes and what 2021 looks like for the rest of the year.
Sensitivities are at an all time high these days, and controversy is only wreaking more and more havoc on social platforms. My second guest, David Nour, is a senior leadership/board advisor, educator, executive coach, best-selling author, advisor to Fortune 500 execs, and professor at Emory University’s Goizueta Business School. He joins us today to discuss how the workplace is evolving along with America’s current societal climate, how business leaders and managers need to insulate their organizations from controversy, and why 9 out of 10 Americans say they would rather their workplace be open about their values.
John L. Smallwood is a Senior Wealth Advisor, Certified Financial Planner, and President of Smallwood Wealth Management and affiliated companies, providing investment consulting and financial plan design for corporate executives, entrepreneurs, and professionals.
His strength lies in his ability and commitment to continually improve the level and quality of the planning process. It is his objective to provide a process of repositioning assets to help decrease risk, decrease taxation, and increase protection.
John's clients recognize a coordinated long-term approach to wealth creation and preservation. His dedication to his clients' growth involves an evolving strategy that strives to meet the demands, desires, and needs of his clients in a continually changing economic environment.
John is the author of, It’s Your Wealth—Keep It: The Definitive Guide to Growing, Protecting, Enjoying, and Passing on Your Wealth. In this book, he shares how wealth management is designed to help you grow, safeguard, and keep your wealth. Instead of focusing on one kind of investment, John explains how to look at the variables and how changing one or more of those variables can have a major impact on your wealth management plan.
Everyone’s financial situation is different, and everyone’s financial plan should also be different. Smallwood’s book takes a deep dive into existing plans to help readers learn how to create their own financial work of art by evaluating past and current circumstances, then chiseling away what doesn’t work.
A senior leadership/board advisor, educator, executive coach, and best-selling author, David Nour, is internationally recognized as the leading expert on applications of strategic relationships in profitable growth, sustained innovation, and lasting change.
The author of eleven books, including bestsellers Relationship Economics® (Wiley), and Co-Create (St. Martin’s Press), as well as the forthcoming Curve Benders (Wiley, 2021), Nour serves as a trusted advisor to global clients and coaches corporate leaders.
He is an adjunct professor at the Goizueta Business School at Emory University and was named to the Global Gurus Top 30 Leadership Professionals and the Thinkers 50 Radar Class of 2021 lists.
A Forbes Leadership contributor on the Future of Work, and an Inc. contributor on Relationship Economics, Nour’s unique insights have been featured in a variety of prominent publications, including The Wall Street Journal, The New York Times, Fast Company, Huffington Post Business, Entrepreneur, and Knowledge@Wharton. He’s also the host of the popular Curve Benders podcast.
Born in Iran, Nour immigrated to the U.S. as a teenager with $100, limited family ties, and no fluency in English. He graduated from Georgia State University with a bachelor's degree in business management and went on to earn an Executive MBA from the Goizueta Business School at Emory University. He resides in Atlanta, GA, with his family.