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A.S.K.: Advisors Seeking Knowledge

We are pleased to announce Greg Pashke, CMC, CMA, CFM, CBA, MBA, CPA is a contributing Co-Author of: "A.S.K. - Advisor's Seeking Knowledge" (Lexis-Nexis, 2013).

Greg contributed a chapter on "Defining the Role of the Generalist" The learning objectives for the chapter were:
  • Understand the implications complexity and specialization can have on the way you conduct your practice and serve your clients

  • Understand how generalist skills can improve the value you provide to clients

  • Understand the implications of the various "operational models" you employ and how they can shape your perceptions and behavior

  • Understand the implications, challenges and rewards of adopting a Generalist Profile approach in your professional and personal life
Greg also contributed a chapter on "Let's Talk About Your Evolution" that explores the evolutionary changes and planning implications for financial advisors and their organizations.

Greg and other experts from across North America collaborated with Peter Merrick, B.A., FMA, CFP, TEP, FCSI and President of Merrick Wealth Management in Toronto Canada on this ground breaking text. T.A.S.K. is dedicated to those who have chosen to take responsibility for their own lives and who intrinsically understand the meaning behind: "If it is going to be it is up to thee and life is not a dress rehearsal."