by Sarah Hannibal

I recently read the book Year of Yes, by Shonda Rhimes. Shonda is a hit TV show writer and producer who realized she was turning down dozens of amazing invites each year because they scared her. When her sister told her one Thanksgiving, “You say no to everything,” Shonda vowed to say yes to everything that scared her for one year. The results of her year were amazing.  The book is full of great life lessons and Shonda has a razor sharp wit – I highly recommend it.

Ritz Carlton, Cleveland OH

With this in mind, when I was asked to be the chairperson for the Ohio Private Wealth Forum held last week, I closed my eyes, thought of Shonda, and said “Yes.”  I had to give an introduction, introduce each panel and give the closing remarks. The audience was mostly investment professionals and client advisers from independent financial firms in Ohio.  There were 9 Panel Discussions on topics ranging from Asset Allocation to Family Governance. There were 39 panelists who were CIOs, CEOs, Attorneys, Tax specialists, and tenured client advisers. I was also one of the panel moderators. read more...