Partnerships | Wisdom, Wealth, and Wellness

Jonathan Satovsky
CFP®, ChFC®, CIMA®, CPWA®, CDFA®, DACFP

Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of Satovsky Asset Management and on this episode of “Seeking Wisdom, Wealth, and Wellness,” I want to pay homage to the idea of partnerships.

How do you create healthy partnerships? Whether it’s a relationship in business, building a team, or in intimate relationships with people you love.

Here are a few crucial aspects:

Learning
I think having a curiosity of lifelong learning is very important.

Communication
Shared communication around goals is very important. You might not see eye to eye on everything but communicating is extraordinarily important.

Trust
You have to trust one another with each other’s weaknesses, with their vulnerabilities, in order to find ways to support one another, help one another grow, and even cover each other’s blind spots.

Character
You want to help bring out the best in each person in a partnership to be able to build character.

And the last thing,

Chemistry
Clearly, there are people you vibe with and there are people you don’t vibe with. Life’s too short, you should find positive energy to be able to venture through this journey of life with. People who can help you on your own path to Wisdom, Wealth, and Wellness.

I know for me, I’m doing my best to find people that I can vibe with and celebrate the beauty of life with. People with whom I find ways to make a meaningful impact, have fun, grow, learn, and enjoy.

Have a great day.

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Video Recorded April 2022
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Disclosures

This blog post is not intended to be, nor should it be construed or used as, an offer to sell, or a solicitation or offer to buy any securities or interests in any strategy offered by Satovsky Asset Management, LLC (“SAM”). SAM is a registered investment advisor with the Securities and Exchange Commission – for more information see www.adviserinfo.sec.gov. Please remember that different types of investments involve varying degrees of risk, and that past performance is not indicative of future results. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the strategies recommended or undertaken by SAM) will be profitable. Market index information shown herein is included to show relative market performance for the periods indicated and not as standards of comparison. The market volatility, liquidity and other characteristics of SAM’s portfolio composition are materially different from the securities listed on public market indices. Market index information was compiled from sources that SAM believes to be reliable. No representation of guarantee is made hereby with respect of the accuracy or completeness or such data. Opinions are as of date of video and are subject to change. A copy of SAM’s current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request. SAM undertakes no duty to update information presented herein.

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