January 20, 2022
Tom Chisholm, Fulcrum Partners a OneDigital Company, Accepted into Forbes Business Council
Atlanta, GA – (January 18, 2022) Tom Chisholm, Vice President – Retirement, Fulcrum Partners, a OneDigital Company, will continue his role as part of the Forbes Business Council for 2022. Tom, who is a key member of the Fulcrum Partners team, supports the executive benefits advisory needs of clients in the Chicago area and nationally. For the third consecutive year he will also be serving as part of Forbes Chicago Business Council.
February 10, 2021
Tom Chisholm Accepted into Forbes Business Council
For the 2nd consecutive year, Tom Chisholm, Senior Vice President Retirement, Fulcrum Partners has been accepted as a member of Forbes Business Council.
December 21, 2020
Fulcrum Partners Steps Up: Leading Best by Serving First
Fulcrum Partners Managing Director Monte Harrick has stepped up to ensure that a young group of dedicated high school basketballers don’t lose their varsity season to the disruptions of the COVID-19 pandemic.
October 12, 2020
Financial Literacy Challenges Too Many Americans
Last week the National Financial Educators Council (NFEC) announced the results of its most recent financial literacy survey. When faced with a financial challenge, nearly 40 percent of Americans ask their parents, family, friends, or coworkers for guidance.
April 04, 2019
Coach Harrick Will Tell You: Retirement Means Living Life on Your Own Terms
For a man that loves the game of basketball, you might think that thirty-plus years of college coaching, taking Division I college teams to the NCAA tournament 16 times, and winning it all by leading UCLA to the National Championship in 1995 would be enough. You might think Coach Jim Harrick would look back on his many legendary accomplishments and say, “I am going to relax and maybe play a little golf in my retirement.” On July 25, Jim Harrick will be 81 years old. While he does get on the golf course regularly, he’s also wrapping up his first season as an Assistant Coach of the Cal State University Northridge men’s basketball team. This past year, the CSUN Matadors, in rebuilding mode, finished with 13 wins, more than twice the number they had in the previous season. They logged victories over Pepperdine, Tennessee State, Rider and took Yale to overtime before losing 94-90. And next year, under head coach Mark Gottfried and assistants Jeff Dunlap, Mo Williams, and Jim Harrick, they’ve set their sights on even greater accomplishments as they focus on the team’s continued growth as a program and the personal development of each student athlete. At nearly
April 03, 2019
Congratulations AALU on Doubling Membership
Earlier this month, the American Association of Life Underwriters (AALU) announced that by reaching a membership level of more than 4,000 entrepreneurial financial security professionals, the association has now doubled its membership. Many of the managing directors at Fulcrum Partners are members of AALU and we are proud to share AALU’s recent announcement. AALU Doubles Membership Washington, D.C. – AALU today announced that it has doubled the size of its membership of entrepreneurial financial security professionals. Now more than 4,000 members strong, this is the most significant membership development in AALU’s history. Accomplished through a new membership category, Enterprise Membership, this is a tremendous step forward in executing the new strategic plan developed by the AALU leadership team in collaboration with the organization’s Board of Directors. Enterprise membership is designed to engage every licensed professional and their supporting team members from every firm. M Financial is the first to adopt Enterprise Membership with AALU. “When we grow the number of engaged financial security professionals across the life insurance distribution community, we will create a stronger organization that can produce better public policy outcomes,” said AALU CEO Marc Cadin. “Today’s announcement is a key step toward ensuring the reputation of the profession better reflects
March 21, 2019
Generational Workforce Challenges, No You’re Not Imagining Them
Fulcrum Partners is pleased to share this article from Donna Bernardi Paul, managing director of BDO’s Business Services & Outsourcing practice. How to Address Generational Workforce Challenges By Donna Bernardi Paul Are differences in work and communication styles in the workplace among the different generations the cause of leadership or supervisory challenges—or is it something else? There have been a plethora of articles, seminars, webinars and discussions around millennials in the workplace and the challenges of managing and working with them due to their different work styles. When we talk about the importance of differences in the workplace, sometimes we forget about one of the most prominent dimensions—age. There are three main generations in our workforce currently, and we are on the brink of adding a fourth. Understanding how to relate to each is critical to successfully keeping them motivated and engaged in their work. The Baby Boomers: Born between the end of World War II and the early 1960s, Baby Boomers are also known as the “Me Generation.” They grew up with television. Mothers were typically at home, waiting for their children to come home from school, and children were allowed outside of their homes unsupervised. Their relationships with their parents,
March 19, 2019
Congratulations SRP, Awarded Fiduciary Excellence Certification
Strategic Retirement Partners has been honored with a Certification of Fiduciary Excellence. The award, presented by the Centre for Fiduciary Excellence (CEFEX), honors demonstrated adherence to fiduciary best practices. As part of the award process, Strategic Retirement Partners was subject to a rigorous, multi-month audit and certification protocol, guided by the “Prudent Practices® for Investment Advisors”, an industry-recognized handbook that is grounded in law, regulation and professional best practices. “Strategic Retirement Partners applied for CEFEX to verify our practice is trustworthy and transparent,” said Jeffrey Cullen, Managing Partner and Managing Director, Great Lakes of Strategic Retirement Partners. “Receiving the CEFEX certification, we uphold the global fiduciary standard. We embrace an orderly and efficient process, so we are positioned to help our clients make better business and financial decisions.” CEFEX certification standards are substantiated by legislation, case law and regulatory opinion letters from the Employee Retirement Income Security Act (ERISA), the Investment Advisers Act of 1940, the Uniform Prudent Investor Act (UPIA), the Uniform Prudent Management of Institutional Funds Act (UPMIFA) and the Uniform Management of Public Employee Retirement Systems Act (UMPERSA) in the U.S. A full copy of the standard can be downloaded from CEFEX at cefex.org and a summary
March 15, 2019
#ICYMI Leadership Lessons from College Hoops
Planning a weekend of college basketball? We’re reposting an “In Case You Missed It #ICYMI” story that appeared last week on Deferred Compensation News. Thank you Monte Harrick, Managing Director Fulcrum Partners and son of legendary Jim Harrick, for sharing this memory… It’s March…let the Madness Begin! Well, it’s March…and that only means one thing in my household…it’s March Madness. One of the most iconic moments in NCAA Basketball Tournament history was in 1995 when Tyus Edney of UCLA sprinted full court thru the Missouri defense in 4.8 seconds to win the game and help UCLA advance to its 11th National Championship. There are some leadership lessons to be learned in those few seconds that hinged on the greatness of victory or the tragedy of an early exit from the tournament and perhaps the future of their coach, Jim Harrick. You see, a year earlier, UCLA was upset in the first round by Tulsa and Harrick, in his sixth season as coach, took a beating in the press and media in Los Angeles about his ability to lead the program to a championship. Two years earlier, UCLA was playing number one seed Michigan and the “Fab Five” in the second round of the NCAA