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Jeff Thomas
Jeff Thomas
is the Founder/CEO of
Arkos Global Advisors
. He is author of
"Trading Up: Moving from Success to Significance on Wall Street"
. Jeff has assembled an amazing team to provide an open architecture, fee-only (fiduciary) platform that offers a wide variety of investment choice to clients. Arkos exists to help families thrive across generations.
FEATURED BLOG:
Thriving Family Principle: How do you empower kids as leaders?
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ALL BLOG POSTS:
Do you need an Estate Plan... An 11 Minute Estate Plan?
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Risks of Private Equity Ownership of RIAs
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Is Your Spouse Prepared to Take Over the Family Finances?
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Being on the Right Side of History
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Pursue Purpose. Gain Independence. Break Away from the Wirehouse.
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Revealing the #1 Seductive Lie About Money
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Thriving Family Principle: Estate Planning and Disinheriting the IRS
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Thriving Family Principle: Steward not Owner
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Selling Your Business: How are Current Valuations?
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Business Planning: Getting the Best Business Valuation
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Selling Your Business: Trade-off Between a Great Culture/Best Price?
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How Has COVID-19 Impacted the M&A Market?
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May 2020 Market Commentary
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Who Does Your Financial Advisor Really Represent?
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Three Keys to an Ideal Business Transition
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Narrative Before Numbers
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The 3 Mega-Trends in the Wealth Management Business
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What Do You Mean the Wealth Management Business Needs to Grow Up?
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Stock Market Update 4/7/20
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Market Update 3/30
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Market Update 3/23/2020
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Market Update 3/16/2020
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Market Update 3/12
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Market Update 3/3/2020
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Market Update 2/28/2020
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Market Update 2/24
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The Mission-Driven Advisor: Culture
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Thriving Family Principle: Life is a Team Sport
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Thriving Family Principle: Don't Quit
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Seven Generations
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Thoughts on Becoming a Grandparent
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What Do You Mean by "The Chick-fil-A of Wealth Management"?
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The Mission-Driven Advisor: Autonomy
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What is Your Biggest Challenge Operating at a Wirehouse?
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The Mission-Driven Advisor: Why the Exodus from the Wirehouse?
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8/5/19 Market Update
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The Mission-Driven Advisor: Is the Grass Really Greener for RIAs?
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What Does the SEC’s “Regulation Best Interest” Have to do With You?
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Advisors: Why United Capital's Sale to Goldman Sachs Matters to You
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The Mission-Driven Advisor: Are You a Fiduciary 100% of the Time?
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Second Anniversary Thoughts
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Why Would a Wealth Management Firm Host a Giving Event?
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Hurricane Harvey Update/Insurance Claim Tip
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