David Taber Joins WMO

The G. DAVID TABER APPOINTED AS VICE PRESIDENT OF MARKETING & SALES - BY CONNECTIVE WEALTH
COLMAR, PA – September 12, 2008 – Connective Wealth, an unincorporated division of the Wealth Maintenance Organization, LLC, announced today the appointment of G. David Taber to head its marketing and sales efforts.  “We are thrilled to have David Taber leading our marketing and sales efforts at Connective Wealth,” said company President Kevin C. Brown.  “He brings a wealth of experience gained through a quarter century of leadership in consumer and B2B marketing, distribution and sales for several well known domestic and multinational companies.  He shares our passion for excellence and understands the shared-values that Connective Wealth Members are looking for.”
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The Origins of the Wealth Maintenance Organization

The Mission of the Wealth Maintenance Organization is to assist business owners and their families to protect and preserve their accumulated wealth for multiple generations, and to guide the application of that wealth toward the achievement and maintenance of family values and business ethics, as determined by the business owners themselves, by assigning a trained professional to examine their current situation and predict future outcomes, and, through a coaching process, their goal is to improve upon those predicted outcomes by utilizing resources that become more readily accessible through the Wealth Maintenance Organization. Read More>>

Amazing Grace

“Amazing Grace: The True Story” will become the primary sponsored Theatrical Story by The Wealth Maintenance Organization LLC.  This new production, described on the web site: (www.amazinggracethetrueststory.com) , has been created by Chris Smith, where he tells the story of John Newton, who wrote the original song: Amazing Grace.  It is the story of a Family Transformation, and closely matches the potential we at WMO have in our mission to Transform Families in the service of our Lord.

“Business Killers”

The latest Version of “Business Killers” and “Family Matters” has just been released by Selling Technologies, Inc.   Jerry Mainardi and his brother Michael have created the best aid available for business owners, and particularly family owned businesses, to asses their exposure to the most important perils they face in operating their businesses.  Read More>>

Dan Sullivan – “Strategic Coach”

Dan Sullivan, creator of the “Strategic Coach” program, has authored a new book:  “The 21^st Century Advisor”, that clearly, and coincidentally, describes the functions of our WMO Advisors, so we are strongly recommending the purchase of this book. Read More>>

Business Plans

The WMO Advisors utilize Business Planning software in designing business plans for themselves, their professional advisor team members and for their mutual family business owner clients.  The latest version of their new software has just become available.