LIFTing higher: Community partnership creates new opportunities for local leaders
President and CEO. Leadership development coach and consultant. Myers-Brigg Type Indicator (MBTI), GiANT Worldwide, and 6 Types of Working Geniuses certified. Gwinnett Chamber Small Business of the Year finalist. Moxie award Greater Good recipient. These just begin to scratch the surface of the impact and accomplishments of Linnea…
Q&A with a Serial Entrepreneur
Meet Ted Jenkin Ted Jenkin is a serial entrepreneur and co-founder of oXYGen Financial, a 2.2-billion-dollar wealth management firm. He’s also the President of Exit Stage Left Advisors, a sell-side M&A firm. Known for his appearances on Varney & Co., News Nation, CNBC, and The Wall Street Journal,…
Leveraging LinkedIn Helper for Client and Lead Generation: A Guide for Financial Advisors
In the digital age, financial advisors can significantly expand their client base and generate valuable leads through strategic use of social media. Among the various platforms available, LinkedIn stands out as a powerful tool for professionals. With over 700 million users, it offers a vast network of potential…
Essential Resources for Financial Advisors and Their Clients
As a financial advisor, providing your clients with valuable resources is crucial for building trust, enhancing their financial literacy and supporting their financial goals. Here’s our curated list of essential resources broken into eight categories for you and your clients: 1. Educational Websites Investopedia: A comprehensive resource for…
From Army Bases to Boardrooms: Donna Beatty’s Path to CFNEG
Donna's journey from an "Army Brat" to a tax partner at Frazier & Deeter, LLC, and now a board member of the Community Foundation for Northeast Georgia (CFNEG) is nothing short of inspiring. With a rich background in public accounting and a strong belief in community service, Donna…
Leading by Example: The Generosity of Porter Steel through a DAF
“Our mission as a business is to change lives and lead by example – and that has nothing to do with steel.” Cole Porter, CEO of Porter Steel has been a donor advised fundholder with the Community Foundation for Northeast Georgia for the past couple of years. Although…
Engaging Gen Z in Financial Planning: Navigating the Next Wave of Investors
Generation Z, born between the mid-1990s and early 2010s, is quickly emerging as a significant demographic in the financial world. With their unique characteristics, preferences and challenges, engaging this generation in financial planning is crucial for financial advisors looking to build long-lasting client relationships and secure the future…
4 Ted Talks Every Financial Advisor Should Watch
1. The Happy Secret to Better Work from Shawn Achor Did you know that maintaining a positive mindset can significantly enhance productivity? Research conducted by Shawn Achor, a renowned expert in studying individuals with exceptionally positive outlooks, reveals that a happy brain is approximately 31 percent more productive…
The Community Foundation for Northeast Georgia Boosts the Latin American Association’s Micro Lending Program by $100,000 Through New Partnership
The Latin American Association (LAA) announces a significant stride in its mission to support Latina entrepreneurs in Gwinnett County through a strategic partnership with the Community Foundation for Northeast Georgia. Based in Gwinnett County, the Community Foundation for Northeast Georgia is a nonprofit organization focused on connecting people…