My Workspace at DiFrancesco Virtual Family Office
Today’s newsletter is a little bit different than my normal touch point and lessons that I like to relay. Today I am going to give you a mini tour of my workspace at DiFrancesco Virtual Family Office. Have a great weekend! Happy 2021! Let’s all have a great year.
Matt’s Christmas Message
From my family to yours, have a safe holiday season and Merry Christmas!
Matt’s Thanksgiving Message
It’s been a traumatic and crazy year for everyone with the pandemic, lockdowns, the stock market, businesses being closed or under lockdown and the election. With all of what we are dealing with, here is a Thanksgiving message that hopefully resonates with you. Thank you and have happy and safe Thanksgiving.
Relationships and Trust
Hey folks, today I’d like to talk about relationships and trust. I’ve built some strong relationships with clients over the years and I was a bit amazed with some of the conversations we recently had during our fall review sessions. Watch the video to see what I’m talking about. Have a great weekend!
Story About Being a Personal Financial Quarterback
Here’s a recent story about being a Personal Financial Quarterback and how I was able to be that one-point person to help coordinate an important decision for a client. This is a perfect example on how to utilize my services. Thank you and have a wonderful weekend!
Schedule a Fall Meeting
Happy Labor Day weekend! The beginning of September marks that transitioning time from summer to fall. Now is the time period I like to tell my clients to get on my calendar. Schedule a meeting with me. There are three topics that I generally like to review and discuss. Review Beneficiaries Review Roadmap and Goals […]
Benefits of My Renewal Time
I’m back from my vacation and in this video I discuss the idea of getting renewal time and stress the importance of getting away and what it does for me. Two important benefits are recharging and how I have a new way of thinking. I also talk about the book Think and Grow Rich by […]
Rest and Recharge
In my latest installment of my Difran Subscription series I encourage you all to go get some downtime. Try and get away for a week or a long weekend to rest and relax and ultimately recharge and refocus your mind. Have a great day and plan a trip.
Family Governance
For my second Difran Subscription video I discuss family governance, the importance of creating a family vision and reasons why many family businesses end up failing. Enjoy the video, I hope it brings you value. Have a great day!
Wills, Estate Planing & Business Succession Plans
In my first Difran Subscription video I discuss the importance of reviewing your will, estate plans and business succession plans. 68% of Americans do not have a basic will in place. When these documents are not in place, it can create a tremendous amount of stress and really make the situation much more complicated than […]
