Dan Rose’s Post

Joining the business wasn't a direct path for all of us, but it turned out to be an incredible decision. As a family-owned company, we're not just about business; we're about helping people and building a lasting legacy. 🏠❤️ #RoseBrothers #FamilyOwned #InsuranceImpact #HelpingOthers #BusinessLegacy #FamilyValues #MakingADifference

Joining the business wasn't a direct path for all of us, but it turned out to be an incredible decision. As a family-owned company, we're not just about business; we're about helping people and building a lasting legacy. 🏠❤️ #RoseBrothers #FamilyOwned #InsuranceImpact #HelpingOthers #BusinessLegacy #FamilyValues #MakingADifference

Joining the business wasn't a direct path for all of us, but it turned out to be an incredible decision. As a family-owned company, we're not just about business; we're about helping people and building a lasting legacy. 🏠❤️ #RoseBrothers #FamilyOwned #InsuranceImpact #HelpingOthers #BusinessLegacy #FamilyValues #MakingADifference

We live by our core values. Just as our founders envisioned, we extend our commitment to family to every facet of our business. Every partner, stakeholder and member is considered part of this family. At W's, we firmly believe: Strong Family Makes Strong Businesses. #dubleuse #strong_family_makes_strong_businesses #realestate #newcairo

Look who we have here! Mary and Roy sat down at their favorite bench to share some memories and talk about the Royisms we know and love. Stay tuned for more in this series! #Westcor #TitleInsurance

As we reflect on what we're thankful for, we want to express our gratitude to all the businesses we’ve had the privilege to support. We’re grateful for our incredible clients and partners who trust us to help their businesses grow. We wish you a Thanksgiving of joy, laughter, and cherished memories. Here’s to more opportunities, growth, and success ahead! 🦃 #ThankfulForYou #KLCFinancing #BusinessGrowth"

How do next-gen family members balance paying respect to the tradition and legacy that previous generations have afforded them while honoring their own autonomy and yearning to contribute to the family enterprise? I recently had the pleasure of facilitating a peer group discussion with next-gen family business owners on this topic of succession at Family Business Transitions Fall. I walked away with further appreciation for the challenges and opportunities next generation members face in enterprising families. #FamilyBusinessMagazine #FamilyBusiness #Succession

Running a family business isn’t for the faint-hearted. The road is filled with challenges, uncertainties, and tough decisions. But through it all, it’s the resilience, commitment to each other, and faith that keeps the business growing. Whether it’s navigating economic shifts, resolving family disputes, or planning for the next generation, Meridian is here to assist you into turning obstacles into opportunities. Nobody knows family business better! #GrowthMindset #ResilientLeadership #FamilyLegacy #NeverGiveUp #Meridian #FaithBased

🎅 Tis the season for new beginnings! If you're transitioning to your own RIA firm, now’s the time to keep your clients feeling secure and excited! ❄️ Our latest blog has all the tips you need to: - Talk to clients with confidence - Handle the paperwork with ease - Make onboarding simple and smooth Let’s kick off this season of change on the right foot: https://hubs.ly/Q02-cCh80 #RIA #FinancialAdvisor #ClientSuccess #WinterVibes #NewBeginnings

Transitioning a family business isn’t just about the next step—it’s about setting up future generations for success. When the first generation hesitates or struggles to pass the baton, the business can face unique challenges. Join us for "Navigating Family Dynamics in Business Transitions" to learn practical strategies for seamless transitions. #GroupBenefitSolutions