Craig Toberman was interviewed by Jason Hartman for Authority Magazine to discuss running a successful family business.
In the article “Craig Toberman of Toberman Wealth: 5 Things You Need To Run A Highly Successful Family Business” Jason and Craig discuss how Toberman Wealth was created and dig into what makes family businesses special.
In the article, Craig Toberman discusses why family businesses are different from regular businesses and their unique advantages.
“Family businesses can move at the “speed of trust,” a concept outlined by Stephen Covey in his excellent book “The SPEED of Trust: The One Thing that Changes Everything.” Family businesses that are both small and close-knit are nimble and can oftentimes execute business decisions and strategies far faster than their much larger, corporate counterparts. Thanks to the speed of trust inherent to the culture of many family businesses, success is often achieved.”
If you are interested in hearing more of Craig Toberman’s thoughts on offering retirement plans for your employees, please book a call with him.
Craig Toberman is the Founder of Toberman Wealth – a fee-only, fiduciary financial advisor based in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses.
Craig received a Bachelor of Science (B.S.) degree in Agricultural and Consumer Economics from the University of Illinois and a Master of Business Administration (M.B.A.) degree in Finance from Saint Louis University. He is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) charterholder, and Certified Public Accountant (CPA).
Craig is a member of the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, and XY Planning Network.
Craig lives in the greater St. Louis area with his wife, Ally and son, Hank.