#25 From a Challenging Childhood to Running a Family Office with Carl Adkins

Moeller Real Estate & Business Podcast

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Carl Adkins is the CEO and lead advisor of Sentinal Private Wealth Group, a virtual family office. Carl is a certified financial planner (CFP) and Certified Wealth Strategist (CWS). Carl collaborates with attorneys and CPA’s to develop investment, business succession, insurance and estate planning strategies. Carl’s focus is to serve my clients and what matters to them the most. Carl and his wife Alyssa live in Wyoming, OH and have three wonderful teenagers.

In this episode, Carl and Phil discuss:

· Carl’s life verse.

· The importance of strong family values.

· Why home needs to be the safest place to make mistakes.

· The importance of self-awareness in growth.

· What an enneagram test is and how to use it to build self-awareness.

· The importance of starting to build your business and life team now.

· What a family office and virtual family office are.

· How his childhood and the need to help others around him ended up serving Carl, and how he helps people today with what he does.

· Why relationships are so important to success.

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LinkedIn Carl A. Adkins, CFP, CWS