Episode 26 – The Secrets Behind This Small Business’ Staying Power
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Reaching the 25-year mark is a tremendous feat for a small business. The silver anniversary of Oregon Pacific Advisors calls for a celebration!
In today’s episode, Royal Standley walks down memory lane as he talks about the story of Oregon Pacific Advisors, the secrets behind their staying power, and how he predicts each generation’s planning needs will change over the next 25 years.
In this episode, you’ll learn:
- The story of how three advisors joined forces to start Oregon Pacific Advisors
- What investment strategy Oregon Pacific Advisors holds fast to during recessions
- About Royal’s philosophy on adopting new technology
- And more!
Tune in now to hear this small business’ secrets to standing the test of time.
Resources:
Oregon Pacific Financial Advisors, Inc.
Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Oregon Pacific Financial Advisors and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.