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Ron Blue interviews Paul Anthes, Dan Hardt, and Loran Filson on the practicalities of deploying efficiencies in an effort to become more effective. In this interview, the discussion explores the differences between being effective vs. being efficient, and the advisors on the panel discuss their own personal journeys to both define effectiveness and pursue effectiveness by means of utilizing the power of efficiency. You will be inspired and encouraged to hear how other advisors are examining this tension and gaining ground in deploying strategies to become more effective at work.
Paul Anthes is the founder and president of the Financial Advisory Corporation, having started the firm in 1988. His primary roles include working with clients, leadership, and strategic planning for the firm. He is also the founder and lead coach of R3 Coaching, specializing in teaching people to focus their time to enhance life balance. Paul graduated from Michigan State University and is a Certified Financial Planner™. Paul is a Charter Member of Kingdom Advisors and a member of the Advisory Council for the Ron Blue Institute at Indiana Wesleyan University. Paul and his wife have been married over 30 years and have two children.
Loran Filson, a Wealth Advisor with Financial Advisory Corporation, began his career with the firm in 1998. He also serves in the role of Chief Operations Officer, providing leadership for day-to-day operations, staff, compliance, and additional areas. Loran assists clients in meeting their wealth management needs, with particular focus in the areas of investment management, retirement planning, and how client goals and objectives impact these areas. He enjoys helping clients make wise decisions with the resources they have. Loran brings 25 years of experience in the financial services industry, earning his Certified Financial Planner™ designation in 2000. Loran is active in leading a monthly study group with other financial professionals in the Grand Rapids, MI area focusing on industry best practices. Having met in college, Loran and his wife, Sherri, have been married for nearly 30 years and have two children who seemed to have left the nest. Originally from Indiana and a native Hoosier, he now considers Western Michigan home after moving there 20 years ago. Loran is an avid runner throughout the year and also enjoys cooking, reading, traveling, and a variety of sports. Loran continues to remain active in various leadership roles in the church he attends with his family.
Dan Hardt, CFP®, AAMS®, ChFC, CLU®, QKA™, and CFCA®, a lifelong resident of the Kentuckiana area, has over 30 years of financial services experience. He helps clients make sound financial decisions and move toward their financial goals. Dan understands that both competence and caring are required to effectively help clients. He is past President of the National Association of Christian Financial Consultants. Dan is also President of Faith and Finances, a local non-profit ministry dedicated to helping Christians apply the principles of their faith to their financial planning. Dan was also the 2015 recipient of the Larry Burkett Award given by Kingdom Advisors and Ron Blue. Dan graduated from the University of Louisville with High Honors and has been married to Charlene for 28 years. They have two daughters, live in Jeffersonville, IN, and are members of Northside Christian Church.