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Thought Leaders in a World of Canned Content


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Young RIA Firm, Veteran Advisor Team Up In ‘Delayed Acquisition’

Publication: Financial Advisor Magazine. When brothers Nick and Tyler Kolbenschlag started their Charlotte, N.C., registered investment advisor firm, Crown Wealth Group, in the spring of 2018, the millennials had a very specific business model in mind and aspirations for growth. Meanwhile, Doug Coppola was going strong 40 years into his investment career, including the past 10 years running his own RIA (with plenty of assistance from his wife, Mary Jo) at Client First Advisors in Chapel Hill, N.C.

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CWG Publication: Budgeting – You Know You Should, But Do You Know How?

Publisher: Fabricare. Featuring Nick Kolbenschlag. Running a small business can be extremely rewarding but includes challenges. One of the most important aspects of your business planning is also one of the toughest, and most owners ignore it all together. I’m talking about budgeting. If you just cringed hearing that word, relax, this article is intended to give you some tips to get your budget set and keep your business’ cash flow on track.

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CWG Publication: Financial and Retirement Planning is a Team Sport

Publisher: Advisors Magazine. Featuring Nick Kolbenschlag. Clients today are seeking more than just advice on investments or insurance products. Working with a Personal CFO helps bridge the gap between your life and wealth. Check out our article in the latest Advisors Magazine publication to learn why you should seek out this type of advisor!

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Advisor Website Showcase: Crown Wealth Group

Publisher: Twenty Over Ten. Featuring: Crown Wealth Group website. At Twenty Over Ten, we have the opportunity to work with amazing clients on a daily basis, which is why we love what we do so much! Once we take a website live, we really look forward to the candid chats that we have with our clients to see how they like their new site and to showcase their unique features and processes. This week, we got to speak with Nick Kolbenschlag, founder of Crown Wealth Group. As a personal CFO, Nick focuses on coordinating all aspects of his clients’ financial needs in order to help them achieve both their personal and financial goals.

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