Month: February 2021

Episode 51 – Clarke & Cohen: Yet Another Successful Family Business – With Guest Richard Cohen, SPPA

Episode 51 – Clarke & Cohen: Yet Another Successful Family Business – With Guest Richard Cohen, SPPA

Pennsylvania-based public insurance adjusters firm Clarke & Cohen is a 100-year family business that has already reached the fourth generation. 

In this episode, John and Michael Parise sit down with public adjuster and the firm’s CEO, Richard Cohen, SPPA. Today, Richard reviews his family and the business journey that’s closely related to the building and continuous success of Clarke & Cohen.

In this episode, you will learn:

  • The role of the four generations in positively contributing to Clarke & Cohen’s growth 
  • Helping people out: Richard’s motivation to get into the family business 
  • The “prerequisites” to get into the public insurance adjusting business 
  • How Richard and his family separate family and business conversations  
  • Networking and having an open mind: Traits that have contributed to Richard’s success at the firm 
  • And more!

Listen in to learn about the family, business, logistic components that have helped Clarke & Cohen successfully grow! 

Resources: Copper Beech Financial Group | (856) 988-8300 | Clarke & Cohen | Richard Cohen

Episode 50 – How Future Generations Can Maintain Their Family’s 100-Year Vision – Part 2

Episode 50 – How Future Generations Can Maintain Their Family’s 100-Year Vision – Part 2

Are you in your family’s second or third generation, and interested in learning how to carry on your family’s wealth?

In part two of this two part series, John and Michael Parise discuss different considerations second and third generations must have when handling their family’s wealth, highlighting the importance of effective communication and data organization. 

In this episode, you will learn:

  • The role of the second generation in passing down family wealth 
  • Legacy letters and mission statements as generational roadmaps 
  • How culture shift impacts generational wealth  
  • How having a “beginner’s mind” can help when building a family’s future 
  • Easy ways to involve later generations in the family’s wealth 
  • And more!

Listen today to find out the role of the second and third generations when handling and passing down family revenue!

Resources: Copper Beech Financial Group | (856) 988-8300 | John Parise | Michael Parise | Creating and Building a 100-Year Family Vision (Part One)