Episodios

  • Does Your Company Retirement Plan Stack Up? – Part 1

    Does Your Company Retirement Plan Stack Up? – Part 1
    Nov 11 2025

    In this episode of the SYM Financial Podcast, we dive into how retirement planning has evolved, especially with the rise of automation like automatic enrollment. We see how it's made saving easier and boosted participation—people are saving more without even having to think too hard about it. But we also talk about how nothing replaces a real conversation—about your goals, risks, and what's best for your personal situation.

    We touch on recent changes from the Secure Act 2.0, which might impact how you contribute, especially if you're over 50 or planning to use Roth options. It's a reminder to stay informed and work with a financial advisor to understand your choices.

    Plus, we explore different investment options, like target date funds and risk-based portfolios, stressing that everyone's different. There's no one-size-fits-all, and honest conversations help you make smarter decisions, so you feel confident about your future. It's all about making your retirement goals achievable and feeling good about the path you're on.

    About our hosts, Tom Ackmnn and Nick Gray:
     Tom Ackmann and Nick Gray bring a combined six decades of retirement plan experience to their advisory roles. As Principal and Senior Retirement Plan Advisor, Tom leverages over 30 years of experience in recordkeeping, compliance, plan design, and participant education to deliver comprehensive solutions that balance the needs of sponsors and participants alike. Nick, a Retirement Plan Advisor with nearly 30 years in the industry, is known for his relationship-driven approach, offering thoughtful service to plan sponsors and empowering employees with retirement planning education. Together, they provide guidance to help businesses, and their teams build secure financial futures.

    Connect with Tom Ackmann

    Connect with Nick Gray

    Disclosure: Certain links above are to third-party sites and are not affiliated with SYM Financial Corporation ("SYM"). SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM, including our investment strategies, fees and objectives, can be found in our ADV Part 2 or Form CRS, which is available upon request.
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    16 m
  • Life 2.0: Finding Purpose Beyond Retirement

    Life 2.0: Finding Purpose Beyond Retirement
    Jan 7 2025

    In today's episode of Executive Decisions, host Sarah Delahanty speaks with Todd and Cindy Shinabarger about their inspiring journey of transitioning from demanding careers to what they call "Life 2.0"—a purposeful and fulfilling phase of life dedicated to service and impact. Todd and Cindy share their experiences of stepping into volunteer roles with Operation Mobilization, where their skills in IT and science transformed projects and systems, helping the organization achieve excellence. They reflect on the importance of being intentional, crafting a plan, and seeking purpose beyond oneself. The couple emphasizes the challenges and rewards of creating structure after leaving the corporate treadmill, the significance of giving back, and the value of perseverance when exploring new roles. Their story encourages listeners to approach life transitions with intention, passion, and a mindset focused on serving others, offering a hopeful roadmap for those considering their own "Life 2.0."

    About our guests, Todd and Cindy Shinabarger: Todd Shinabarger has nearly 40 years of senior information technology management experience in various industries - including manufacturing, automotive, construction, retail, fashion and non-profit - where he led numerous multi-million dollar IT capital projects. After more than 3 decades in the corporate environment, Todd "retired" in 2015, assuming the CIO role at OM USA. Since joining, he's helped to transform and modernize the IT ecosystem, replacing nearly every IT application and process.

    Cindy Shinabarger grew up in Upland, Indiana. She attended Taylor University, majoring in physics systems, and discovered her passion for manufacturing during an internship at AVX Ceramic. Throughout her career in electronic manufacturing—spanning roles in failure analysis and wafer fabrication—Cindy balanced raising children while navigating a male-dominated industry. Known for her persistence and courage, she earned respect by "earning the right to be heard" and mentoring others to observe, adapt, and thrive in challenging professional environments. In Cindy's "retirement" or Life 2.0 as she and Todd call it, she now serves at OM USA, a global non-profit by using her scientific and failure analysis background to help grow the organization and launch sustainable projects.

    Todd and Cindy especially enjoy time with their 5 grandchildren, ages 3-12, and always make time for their annual Cousin Camp with all 5 grandkids (and no parents!).

    Connect with Todd Shinabarger: Todd's LinkedIn About SYM Financial and the Executive Decisions Podcast:

    Executive Decisions is a podcast designed for current and aspiring business leaders, offering an in-depth look at the evolving nature of executive roles. Hosted by SYM Financial Advisors Principal and Senior Financial Advisor Sarah Delahanty, the show delves into the personal and professional journeys of its guests, exploring the challenges they've overcome and the learning experiences that have shaped their paths to success. The podcast provides insights into how executives manage the increasing complexity of both their professional and personal lives. Featuring a range of guests from diverse industries, each episode aims to enlighten listeners on the continuous state of learning and adaptation necessary for effective leadership. Whether discussing career progression, leadership strategies, or personal growth, Executive Decisions is a valuable resource for anyone interested in the multifaceted world of executive leadership.

    Disclosure: Certain links above are to third-party sites and are not affiliated with SYM Financial Corporation ("SYM"). SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.
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    59 m
  • From Airplanes to Orthopedics: Leadership Lessons Learned Along the Journey with Todd Davis

    From Airplanes to Orthopedics: Leadership Lessons Learned Along the Journey with Todd Davis
    Apr 23 2024
    In today's episode of Executive Decisions, host Sarah Delahanty sits down with Todd Davis who shares his rich career history from building airplanes to his executive career in the orthopedic industry. Todd reflects on his journey from managing older union workers while still in his 20's to his transition into executive leadership roles. He emphasizes the importance of work ethic, persistence, and building relationships, sharing valuable insights from his experiences. Todd also discusses his post-executive life, engaging in mentorship, fundraising efforts for his community, and continuous personal development through reading diverse materials. Through his story, listeners gain valuable lessons in leadership, adaptability, and the importance of work-life integration. About our guest, Todd Davis: Todd is a seasoned leader with over three decades of experience in the orthopedic industry, particularly in driving the success of major knee franchises for some of the world's largest companies. From Sales and Marketing to Product Development, Strategy, and M&A, Todd has demonstrated his visionary leadership skills by accelerating growth opportunities and fostering world-class teams and cultures. After retiring from his role as President and General Manager of the Global Knee Business at Zimmer Biomet in July 2019, Todd has redirected his focus towards the startup landscape within the Medtech sector. He currently serves as an Independent Board Director for PeekMed Health, a Board Observer for Enhanced Medical Nutrition, and a Board Director for JointVue, while also providing consulting expertise for companies like Smith+Nephew, Canary Medical, Maxx Ortho, Kinamed, Kneevoice, and various other OEMs. Summary and highlights from the show: Todd Davis had a formative experience working full-time at Rockwell International while still going to school. He was promoted into a managerial role in his mid to late 20's, leading teams of older aircraft mechanics. Davis learned to lead by example and develop a strong work ethic during this time, working 70 hours a week while pursuing his education at night. His transition to orthopedics involved leading a team of older individuals in the customer service group at Zimmer Biomet, where he applied his leadership skills and learned to be persistent in pursuing his goals. Todd emphasizes the importance of not chasing money but rather finding something you enjoy and working hard at it, as advised by his father. He shares his experience of persistence in pursuing opportunities, such as transitioning into marketing at Zimmer Biomet despite initial rejection from the vice president of marketing. Building relationships is crucial in the orthopedic industry, and Todd highlights the impact of handwritten thank-you notes in making lasting connections. Todd reflects on the importance of work-life balance, which he prioritized by scheduling family events and delegating responsibilities as he advanced in his career. Transitioning to board roles and mentoring startups has been rewarding for Todd, allowing him to leverage his experience and make a meaningful impact. He discusses his involvement in community initiatives, such as leading a capital campaign for a school expansion, and his interest in personal development through reading. Todd finds inspiration and leadership insights from various sources, including spiritual books, business literature, and perspectives from different industries like the restaurant business. Connect with Todd Davis: Email About SYM Financial and the Executive Decisions Podcast: Executive Decisions is a podcast designed for current and aspiring business leaders, offering an in-depth look at the evolving nature of executive roles. Hosted by SYM Financial Advisors Principal and Senior Financial Advisor Sarah Delahanty, the show delves into the personal and professional journeys of its guests, exploring the challenges they've overcome and the learning experiences that have shaped their paths to success. The podcast provides insights into how executives manage the increasing complexity of both their professional and personal lives. Featuring a range of guests from diverse industries, each episode aims to enlighten listeners on the continuous state of learning and adaptation necessary for effective leadership. Whether discussing career progression, leadership strategies, or personal growth, Executive Decisions is a valuable resource for anyone interested in the multifaceted world of executive leadership. Disclosure: Certain links above are to third-party sites and are not affiliated with SYM Financial Corporation ("SYM"). SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.
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    44 m
  • From Nursing to Quantum Healing: A Journey of Compassion and Technology with Saghi Togashi

    From Nursing to Quantum Healing: A Journey of Compassion and Technology with Saghi Togashi
    Apr 9 2024
    In this episode of EmpowHER, host Michelle Hipskind sits down with Saghi Togashi, a quantum energy and Reiki energy facilitator. Saghi shares her journey from nursing to computer science to holistic healing. After experiencing challenges in the nursing field due to empathy overload, Saghi transitioned to computer science but always harbored a desire to help others. Her path led her to discover a quantum energy device that merged her technological background with her passion for healing. Through intuitive and compassionate work, Saghi assists clients in raising their vibrational energy levels for better health and resilience. She plans to train others in this approach and continue her mission of helping people, demonstrating a deep commitment to service and holistic well-being. About our guest, Saghi Togashi: Saghi is a dedicated practitioner at Isch Wellness, where she offers transformative experiences through her expertise in Healy Frequencies and iTeraCare TeraHertz facilitation, complemented by her proficiency as a Reiki 2nd Degree Energy practitioner and a 2nd Degree Taekwondo expert in self-discipline and balance. Drawing inspiration from Dr. Carol McMakin's groundbreaking scientific principles outlined in "The Resonance Effect," Saghi harnesses the power of frequency and resonance to guide individuals on their holistic well-being journey. With Healy Individual Microcurrent Frequency and iTeraCare Terahertz Cell application, she provides cutting-edge tools aimed at elevating physical, emotional, and spiritual wellness, inviting individuals to embark on their transformative path towards optimal health and vitality. Summary and highlights from the show: Introduction to Saghi's dynamic roles as a quantum energy and Reiki energy facilitator, emphasizing the enhancement of physical energy for overall well-being. Balancing act between Saghi's numerous responsibilities as a mother, wife, daughter, sister, aunt, friend, and colleague, highlighting the challenges faced by many women in contemporary society. Career transition from nursing to computer science due to the emotional strain in the medical field, driven by a desire to bridge healthcare and technology. Personal struggles as a working mother, including the pivotal moment when her child faced a serious injury, prompting Saghi to prioritize family over career. Shift to a stay-at-home mom role, actively engaging in school activities, fundraising, and supporting her children's education and extracurricular pursuits. Introduction to holistic healing modalities initiated by a neighbor, leading Saghi to discover a quantum healing device and reconnect with spirituality and technology for well-being. Integration of nursing and computer science backgrounds to comprehend the science behind quantum healing, emphasizing compassion and understanding in healing practices. Entrepreneurial journey fueled by a passion for sharing holistic healing methods, with a vision to train compassionate individuals as practitioners and extend these practices to others. Future aspirations encompass expanding clientele, training more practitioners, and eventually retiring near the beach while overseeing the growth of her holistic healing institute. Core motivation centered on helping others and making a positive impact, reflected in Saghi's approach to holistic healing and her commitment to serving those in need with compassion. Connect with Saghi Togashi: Email Website About SYM Financial and EmpowHER Podcast: The EmpowHER Podcast is a platform for women to come together to gain financial insight and strategies with a tribe of brilliant women. This show is brought to you by Financial Advisor Michelle Hipskind, CFP ®. Michelle educates on the many important aspects of financial planning and brings in additional professionals that provide advice in their areas of expertise, giving listeners access to the appropriate professionals that can help solve the problems many women face. In-person events are held in the Fort Wayne, Indiana area. In addition to the podcast, local events, webinars, and blogs are available for all women who want to be part of the EmpowHER community. Email Michelle at mhipskind@sym.com with questions, comments, and to schedule a one-on-one conversation. Disclosure: Certain links above are to third-party sites and are not affiliated with SYM Financial Corporation ("SYM"). SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.
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    56 m
  • A Holistic Approach to Professional and Personal Development with Dr. Drew Flamm

    A Holistic Approach to Professional and Personal Development with Dr. Drew Flamm
    Feb 27 2024
    In today's episode of Executive Decisions, host Sarah Delahanty sits down with Dr. Drew Flamm, President of Grace College & Seminary, to explore the formative experiences that shaped his leadership path and the value of embracing a spectrum of opportunities. Dr. Flamm shares personal stories of early financial discipline, the impact of mentorship on his career, and the significance of lifelong learning in both personal and professional realms. Through anecdotes and advice, the conversation delves into the integration of personal interests with family life, highlighting the holistic approach Dr. Flamm takes to leadership and the importance of each day's potential. About our guest, Dr. Drew Flamm: Dr. Drew Flamm is the distinguished seventh president of Grace College & Seminary. Dr. Flamm is a seasoned professional in the sphere of higher education, with over sixteen years of experience across multiple institutions. He is an alumnus of Cedarville University, holding a B.A. in Comprehensive Communications, and has further honed his leadership and communication skills with an M.A. from Gonzaga University. His academic journey culminated in earning a Ph.D. in Educational Leadership from Indiana State University. Since joining Grace in 2013, Dr. Flamm has made a significant impact through his direction of the Aspire Campaign, a historic fundraising initiative for the college that successfully garnered $39.8 million, enabling the construction and renovation of five facilities, and substantially growing the endowment. His role expanded to supervising marketing, enrollment, and the prestigious Lilly Center for Lakes & Streams. Known for his strategic planning prowess, Dr. Flamm has been instrumental in steering the college through several strategic cycles with remarkable proficiency. Join us as we delve into the insights and experiences of Dr. Flamm's illustrious career in educational leadership. Summary and highlights from the show: Introduction of Dr. Drew Flamm: Sarah introduces Dr. Flamm, the seventh president of Grace College & Seminary, highlighting his extensive background in higher education and leadership roles. The Aspire Campaign: Dr. Flamm's notable achievement includes directing the Aspire Campaign, raising $39.8 million, contributing significantly to the institution's growth and endowment. Value of Hard Work: Dr. Flamm shares personal anecdotes from his first job as a paperboy, emphasizing the early lessons he learned about financial responsibility and hard work. Advice for Aspiring Leaders: He advises students and young professionals to embrace a breadth of experiences and not fear failure, emphasizing the importance of trying new things. Importance of Lifelong Learning: The conversation underscores the importance of continual learning and personal development, both personally and professionally. Navigating Risks and Opportunities: Dr. Flamm discusses pivotal moments in his career, addressing how he assessed risks and seized opportunities that led to growth and advancement. Holistic Approach to Personal Growth: He stresses the need for maintaining balance in life by taking care of one's physical, mental, and emotional health alongside professional responsibilities. Personal Interests and Family Time: Dr. Flamm talks about his love for mountain biking, music, and spending quality time with his family, including how they integrate with campus life at Grace College. Connect with Dr. Drew Flamm: Website: www.grace.edu LinkedIn: https://www.linkedin.com/in/drewflamm/ About SYM Financial and the Executive Decisions Podcast: Executive Decisions is a podcast designed for current and aspiring business leaders, offering an in-depth look at the evolving nature of executive roles. Hosted by SYM Financial Advisors Principal and Senior Financial Advisor Sarah Delahanty, the show delves into the personal and professional journeys of its guests, exploring the challenges they've overcome and the learning experiences that have shaped their paths to success. The podcast provides insights into how executives manage the increasing complexity of both their professional and personal lives. Featuring a range of guests from diverse industries, each episode aims to enlighten listeners on the continuous state of learning and adaptation necessary for effective leadership. Whether discussing career progression, leadership strategies, or personal growth, Executive Decisions is a valuable resource for anyone interested in the multifaceted world of executive leadership. Disclosure: Certain links above are to third-party sites and are not affiliated with SYM Financial Corporation ("SYM"). SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.
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    42 m
  • Empowering Homeownership: Navigating Mortgages and Market Trends with Tina Bennett

    Empowering Homeownership: Navigating Mortgages and Market Trends with Tina Bennett
    Feb 13 2024

    In this episode featuring special guest Tina Bennett from Hallmark Home Mortgage, they delve into the intricacies of mortgage debt, discussing factors like interest rates, refinancing, and the importance of seeking guidance from a mortgage professional. Through an insightful conversation and practical advice, this episode empowers people to make informed decisions about their finances and homeownership.

    About our guest, Tina Bennett:

    Tina Bennett is a seasoned professional with over 20 years of experience in the mortgage industry, currently serving as a Branch Manager and Senior Vice President at Hallmark Home Mortgage. With a passion for helping others navigate the complexities of the mortgage industry, Tina's expertise shines through her insightful discussions on topics ranging from interest rates to refinancing strategies. Her dedication to educating and empowering individuals in their home buying journey is evident as she uses her extensive knowledge and expertise to personally structure the best product for her clients.

    Summary and highlights from the show:

    Mortgage Industry Insights: Tina shares her experiences and insights gained over three decades in the mortgage industry, emphasizing the importance of understanding mortgage options and making informed financial decisions.

    Factors Influencing Mortgage Decisions: Discussion on whether to pay off a mortgage, considering individual financial situations, interest rate environments, and potential impact on quality of life.

    Historical Perspective on Interest Rates: Tina provides insights into historical interest rate trends, including peaks in the 9% range in the past, compared to the recent record-low rates.

    Current Housing Market Dynamics: Exploring the current housing market, including the impact of interest rates on buying decisions, trends among first-time buyers, downsizers, and those seeking to upsize.

    Mortgage Options and Strategies: Detailed discussion on mortgage types, including fixed-rate, adjustable-rate, and specialized products like the two-one buydown, with considerations for different financial scenarios.

    Understanding Loan Estimates: Importance of comparing mortgage offers using Loan Estimates, which provide a breakdown of rates, fees, and other costs associated with the loan.

    Construction Lending and Homebuilding: Insight into construction lending options, allowing homeowners to finance the construction of a new home while staying in their current residence until completion.

    Future Outlook and Homeownership Advice: Optimism for the housing market in 2024, along with advice on preparing for homeownership, including consulting with mortgage professionals early to optimize financial readiness and explore potential improvements in credit scores or debt management.

    Connect with Tina Bennett: Email Website

    About SYM Financial and EmpowHER Podcast:

    The EmpowHER Podcast is a platform for women to come together to gain financial insight and strategies with a tribe of brilliant women. This show is brought to you by Financial Advisor Michelle Hipskind, CFP ®. Michelle educates on the many important aspects of financial planning and brings in additional professionals that provide advice in their areas of expertise, giving listeners access to the appropriate professionals that can help solve the problems many women face. In-person events are held in the Fort Wayne, Indiana area. In addition to the podcast, local events, webinars, and blogs are available for all women who want to be part of the EmpowHER community.

    Email Michelle at mhipskind@sym.com with questions, comments, and to schedule a one-on-one conversation.

    Disclosure: Certain links above are to third-party sites and are not affiliated with SYM Financial Corporation ("SYM"). SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.
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    30 m
  • From Pacemakers to Entrepreneurship: Navigating the Medical Device Industry with Tim Early

    From Pacemakers to Entrepreneurship: Navigating the Medical Device Industry with Tim Early
    Jan 30 2024
    In this episode of Executive Decisions, guest hosted by Seth Whicker, guest Tim Early, CEO of DreamOn Group, shares his insightful journey from an early career decision to move from New York to Florida, leading to a pivotal role in the medical device industry with Cordis Corporation. Tim reflects on his educational transitions, notably from West Point to Rochester Institute of Technology, and his shift from accounting to packaging engineering, emphasizing the importance of aligning one's strengths with career choices. The episode delves into Tim's experiences with changing industry regulations and the challenges they presented, highlighting his adaptability and growth in various roles, including quality engineering at companies like CR Bard Corporation and Johnson & Johnson. Tim discusses the nuances of different corporate cultures, and the significance of effective communication and diverse skill sets in executive leadership. The narrative also touches on his venture into entrepreneurship, offering valuable lessons on risk-taking, resilience, and the critical balance of opportunity and decision-making in an executive's journey. About our guest, Tim Early: Tim Early, the CEO of DreamOn Group is known by many as the Founder and former CEO of Network Partners Group and a visionary in the life sciences industry. Tim brings with him a rich history of innovation, evidenced by his contributions to medical technology and packaging. He holds patents for advancements in laparoscopic packaging. His leadership in companies like Network Partners, Zimmer, and Johnson & Johnson has centered around building teams of passionate professionals and developing solutions that emphasize client and colleague needs. With a Master's in Packaging from RIT, Tim continues to shape the industry with forward-thinking approaches and a commitment to excellence. Summary and highlights from the show: • Early Career Decisions: Tim Early shares his journey of moving from New York to Florida without a job and how he seized an opportunity in the medical device industry with Cordis Corporation, reflecting the importance of adaptability and initiative in leadership. • Educational Shift and Career Relevance: Discussing his transition from West Point to Rochester Institute of Technology, Tim highlights the significance of recognizing one's strengths and interests, as he shifted from accounting to packaging engineering. • On-the-Job Learning and Growth: Tim talks about his early career experiences in medical device packaging, emphasizing the value of learning on the job and adapting to roles beyond formal education, a key skill for successful executive leadership. • Facing Industry Regulations and Challenges: Tim's experience with FDA regulations at Cordis Corporation illustrates the importance of compliance and adaptability in executive roles, especially when navigating changing industry standards. • Career Development at CR Bard Corporation and Johnson & Johnson: Tim recounts his roles at these companies, focusing on the impact of corporate culture on his professional growth. His experiences underline the importance of aligning with a company's culture and values for effective leadership. • Quality Engineering and Interdisciplinary Skills: Tim's transition from packaging to quality engineering demonstrates the need for executives to possess diverse skill sets and the ability to handle various aspects of a business. • Leadership and Communication Skills: Discussing his role at Johnson & Johnson, Tim emphasizes the importance of effective communication with both peers and executives, a crucial skill for leadership, especially when delivering challenging news. • Insights on Corporate Culture: Reflecting on his time at different companies, Tim shares insights into various corporate cultures (technology-driven, sales and marketing-driven, financially-driven) and how understanding these cultures is vital for effective leadership and decision-making. • Professional Risks and Learning from Mistakes: Tim's story of starting ISO Pack and the challenges faced provides insights into risk-taking and learning from failures, highlighting resilience as a key attribute of executive leadership. • Final Reflections on Career and Leadership: In his closing remarks, Tim reflects on his career, emphasizing the importance of understanding the full breadth of business operations and the challenges of transitioning from a corporate executive to a business owner. He also shares his regret of not starting his entrepreneurial venture earlier, illustrating the balance of risk and opportunity in executive decision-making. Connect with Tim Early: Email LinkedIn About SYM Financial Advisors and the Executive Decisions Podcast: Executive Decisions is a podcast designed for current and aspiring business leaders, offering an in-depth look at the evolving nature of executive roles. Hosted by SYM Financial Advisors Principal and Senior Financial Advisor ...
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    21 m
  • The Entrepreneur's Path: Scott Holmes on Growth, Risks, and Retirement

    The Entrepreneur's Path: Scott Holmes on Growth, Risks, and Retirement
    Jun 4 2024

    In today's episode of the Owner's Corner Podcast, host Seth Whicker is joined by Scott Holmes, founder of ABI Attachments and Managing Partner at PivotPoint Company. Scott shares his journey from starting ABI Attachments to his current role in merger and acquisition work with PivotPoint. He discusses the importance of having a strong team, the challenges business owners face in preparing for sale, and the value of investing in infrastructure and strategic partnerships. Throughout the episode, Scott emphasizes the significance of being prepared, taking risks, and surrounding oneself with knowledgeable people to ensure business success and personal fulfillment.

    About our guest, Scott Holmes:

    Scott A. Holmes is an innovative entrepreneur and accomplished executive, known for founding ABI Attachments and serving as the Managing Director of PivotPoint Company. With a keen eye for identifying market needs and a passion for engineering, Holmes has successfully grown ABI Attachments into a leading manufacturer of quality attachments for tractors and ATVs, catering to agricultural, equestrian, and landscape industries. His strategic vision and leadership at PivotPoint Company further showcase his ability to drive business growth and foster innovation. Holmes' dedication to excellence and commitment to customer satisfaction have solidified his reputation as a dynamic force in the industry.

    Connect with Scott Holmes:
    Email
    Linkedin

    About SYM Financial and the Owner's Corner Podcast:

    Welcome to the Owner's Corner Podcast hosted by Principal and Senior Financial Advisor Seth Whicker from SYM Financial Advisors. In this show, we dive into the dynamic world of business ownership. Whether you're just starting out or are deep into your entrepreneurial journey, this podcast is designed to be your go-to source for insights and inspiration. Each episode, Seth connects with business owners and industry experts, bringing you their stories of triumphs, the lessons they've learned from their mistakes, and their strategies for success. We'll discuss everything from the initial stages of launching a business to the intricate details of exit planning. Whether it's succession, retirement preparation, or exploring buy-sell agreements and growth tactics, our goal is to spark your imagination about what's possible — for you, your team, and your family. Remember, while I share my insights and those of my guests, these are our personal opinions and not reflective of SYM Financial Advisors. This podcast is here to provide general information, not specific financial advice.

    Disclosure: Certain links above are to third-party sites and are not affiliated with SYM Financial Corporation ("SYM"). SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.
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    53 m