Beratung Advisors

?? Embrace the 80% Rule and MVP Mentality ?? At Beratung we embrace the 80% Rule and MVP Mentality! In the fast-paced world of leadership, perfection isn't always the answer. Enter the 80% rule, a game-changing philosophy that propels progress and innovation. ?? Imagine applying the "Minimum Viable Product" (MVP) concept to leadership—focusing on essential impact rather than perfection. ?? This approach fosters agility, fuels innovation, and accelerates progress in a dynamic business landscape. By embracing the 80% rule, leaders unleash a culture of experimentation and learning. ???? It's about moving forward, gathering feedback, and iterating on the fly. In a world that demands adaptability, this approach is gold. Balancing resource allocation is another benefit. ?? Invest where it matters most and achieve impactful results aligned with your goals. This isn't about settling; it's about channeling resources wisely. Curious to learn more about how the 80% rule can revolutionize your leadership? ?? Click the link here: https://lnkd.in/dwjBBDtE **In the picture you can see our team trying out an MVP for our future “hall of vision”. Before ordering a bunch of TVs and making a lot of work, make an MVP test it out and improve. We learned a lot from this MVP and made a lot of updates.** #LeadershipDevelopment #Leadership #MinimumViableProduct #AlwaysImproving #Beratung #BeratungAdvisors #Culture

?? Refining Core Values: Clarity, Culture, and Consistency??? At Beratung Advisors, our?core values aren’t just words on a wall, they define who we are and how we serve. If a company truly lives its values, you should be able to?feel them in every interaction, whether you’re a client, a team member, or a partner. But here’s the thing, clarity matters.?Over time, we realized that while our values were strong,?some of them weren’t as clear as they could be. So in early 2025, we refined them—not to change who we are, but to make them?easier to understand, live out, and reinforce across our team and clients. ???Here’s how we made our values stronger: ?? Together (was Teamwork): Success includes clients, partners, and colleagues. ?? Everyday Learner (was Education): Learning is ongoing, not just formal training. ?? Always Evolving (was Adaptability): Growth is intentional, not constant change. ?? Contagious Generosity (was Charitable): Giving goes beyond money—it’s time, mentorship, and leadership. ?? Honor Others (was Honor): Respecting people is at the core of what we do. ?? Passion remains unchanged because passion fuels?everything we do.?? ? Why does this matter? Because when values are clear, they are?easier to live out. No more confusion about what "teamwork" means—we are in this?together?with our clients, team, and community. No more limiting "education" to just certifications—we are?everyday learners, growing in all areas of life. No more assuming "charitable" just means financial giving—contagious generosity?means giving our?time, talent, and resources. Refining our values wasn’t about change—it was about?reinforcement.?? If you’re part of Beratung, you know these aren’t just words—they’re lifestyle. Read the full blog here: https://lnkd.in/e3U8u3yv What core value resonates with you the most? Drop a comment below!??? #CoreValues #CultureMatters #AlwaysEvolving #ContagiousGenerosity #HonorOthers #Passion

What's your forecast for the markets in 2025? Most of the market forecasts we heard for 2024 ended up incorrect. The reality is the majority of all forecast end up incorrect. Nobody can predict the markets. That is why we do not focus on market forecasts instead we focus on helping our clients build a plan to weather storms and help them use their resources to live the life they are called. Are you ready to start planning to align your resources with the life you are called to live? Send us a message and let us help guide you. Credit to MoneyVisuals.

Calling All Financial Planners – Come Join Our Tribe! We are excited to announce the date for our 7th Annual Cigar Smoker for Financial Planners! Join us for an exclusive and relaxing evening of cigars, drinks, and meaningful conversations with fellow financial planners from around the 412. This is a chance to connect, share insights, and grow together—because we’re stronger as a community. If you are tired of trying to do life alone, join us. Best of all, it’s completely free! This is just one of the ways we live out our core value of contagious generosity. We believe in our profession. We believe in YINZ. See you there! Thursday, May 15th, 2025 Club Leaf & Bean – South 33 Quail Acres Lane Washington, PA 15301 5:00 pm—6:00 pm Bourbon, Bocce, & Cigars 6:00 pm—6:30 pm Whiskey tasting 6:30 pm—7:30 pm Dinner Space is limited. Register here: https://lnkd.in/eCVDbaGA

?? The Book That Changed Our CEO’s Life Last Year ?? In 2024, our CEO read 92 books—but only one completely shifted the trajectory of his life. Out of the 500+ books he’s read, this one stands out as one of the most impactful. It’s called The EOS Life by Gino Wickman, and its impact has been next-level. The entire concept is built on just five simple points: ?? Do what you love ?? With the people you love ?? Make a huge difference ?? Get compensated accordingly ?? Still have time for your other passions It sounds simple. But when you truly live it? Everything changes. If you're ready to design a life you don’t need a vacation from, this is the book you need. ?? Trust us—go read it. Your future self will thank you. Want more book recommendations? Follow along as our CEO reads! And we’d love to hear from you—what’s the book that changed everything for you last year? #EOSLife #WeRunOnEOS #BeratungCanon #ReadWithGreg

“Culture eats strategy for breakfast.” – Peter Drucker How are you intentionally building your culture? Culture is when newcomers adopt behaviors simply by observing others. In A Few Good Men, Corporal Barnes tells Lieutenant Kaffee he found the mess hall by following the crowd, not regulations. This illustrates how people naturally mimic and reinforce behaviors. At Beratung Advisors, we are intentional about shaping our culture and continuously reinforcing its most important aspects. One of the ways we do this is by celebrating our team when they live our core values and uphold our cultural norms—because what gets rewarded gets repeated! To showcase our team, we’ve created several awards, and now we’ve added a trophy shelf to our Hall of Culture to complement our Hall of Vision. ?? TeachPassion Award – Celebrates the individual who best embodies our core values, reinforcing our mantra: LIVE OUR CORE VALUES! Current winner Scott Steiner ?? Give ‘Em The Pickle Award – Recognizes a team member who goes above and beyond to deliver exceptional service and make a lasting impact. It reinforces that we all serve our clients, and every team member plays a vital role in making a difference. Just like "every Marine is a rifleman," every Beratung team member is a financial planner. Current winner Sarah Buchko ?? The Ugly Couch Award – Highlights someone who identifies and addresses a major blind spot or inefficiency, improving the team or organization. This reinforces that we are all leaders, and every voice matters in making things better. Current winner Gavin Polechko ?? The Beratung Gold Mustard Belt – Awarded annually to the winner of our Hot Dog Eating Competition. We love hot dogs and serve them for free every Tuesday—stop by! ?? Current Champion Chris Dulovich ?? The Beratung Weight Loss Challenge – Given to the team member who loses the most weight during our annual competition. This reinforces our belief that good leaders must be healthy leaders. Current winner Gavin Polechko ?? Beratung March Madness Champion – Awarded to the winner of our March Madness bracket challenge. This reinforces our belief that no one can predict the markets—just like no one can predict a perfect bracket! Current Champion Chris Dulovich ?? Beratung Fantasy Football Champion – Honors the victor of our company’s annual fantasy football league, celebrating strategy and friendly competition. This reinforces our belief that no one can predict the markets—just like no one can consistently dominate fantasy football, which has even fewer variables! Current Champion Sarah Buchko …And you might see a few more coming soon! ?? How do you reinforce your culture to create an environment where your team can thrive? Share your ideas with us in the comments. #LiveYourCoreValues #CelebrateTheWinsTogether #BeratungAdvisors #CultureAwards

Fund choices drive a very small percentage of the ultimate returns earned by investors but receive about 90% or more of the attention. And they're a distraction from what actually matters. Purpose -> Plan -> Portfolio That's the correct order of deserved attention.

??? Make Your Vision Great Again ??? Why did Donald Trump win? Because he had a clear, simple, unforgettable message. "Make America Great Again." ? Four words. ? Self-explanatory. ? Memorable. ? Actionable. Now, contrast that with Kamala Harris. What was her slogan? …Exactly. She had multiple: ? “Let’s Win This.” ? “We’re Not Going Back.” ? “A New Way Forward.” ? “Save Democracy.” A scattered message is a forgotten message. As Donald Miller says “You confuse you loose!” ?? What This Means for You Your message needs to be crystal clear. If people can’t repeat it, they won’t remember it. And if they don’t remember it, they won’t act on it. At Beratung Advisors, we learned this firsthand. We went from a vague tagline to “Generational Planning for Yinz”—and suddenly, people got it. So, if your business, team, or mission was on a red hat, what would it say? ?? Click the link to read the full blog and make your vision great again. https://lnkd.in/eyAyYDVr How do you make your vision clear, share with me in the comments!?? #Leadership #Vision #Clarity #MakeVisionGreatAgain # #TeachPassion

“Am I on track to retire?” If you are have this question let us help you find your answer. Learn how we do this by clicking the link https://lnkd.in/eAxips8W

This picture will be etched into my mind forever….I look at it and this song starts to play in my head..” this will be the day the music died.” This picture was taken at our monthly FPA- Pittsburgh Chapter meeting. I had just presented to the chapter on LinkedIn best practices. We were all happy and cheerful and had no idea the world we were about to walk into. In that 4-hour span between our meeting and board meeting, the whole world had changed. I looked at my phone to find over 50 text messages, 25 missed calls, 10 voicemails and so many alerts I didn’t bother to count them. Things had started moving at lightning speed! The large conference my firm was sponsoring the next day had been canceled, multiple sports leagues canceled games, one of the largest churches in the United States had canceled their Sunday in-person worship service, all in just hours. I left that meeting with na?ve enthusiasm and optimism to walk into a world that had changed. As I look back and reflect there are so many lessons, I learned but if I had to pick one is that paradigms shift fast in today’s world. If you are not paying attention and changing you will be left in the cold. Go check out their LinkedIn Here: https://lnkd.in/dMJwtkn9