Even wealth management experts can benefit from having more connections. This year, Hays Evans is revitalizing his partnership with the Community Foundation and its Professional Advisors Network (PAN) to connect…

By Grace Mowey, storyteller at Magnolia Media Group More than 20 years ago, Scott Phelan found a job that he loved. He currently holds the title of CFP Executive Vice…

Are you looking to take your client relationships to the next level? Through a partnership with the Community Foundation, you can enhance your role as an advisor and grow a…

The core of financial planning is preparing for the future. While that includes making a plan and sticking to it, it also means responding to changes — and that’s why,…

The holiday season: a whirlwind of parties, endless to-do lists and everyone needing everything yesterday. If you’re drowning in deadlines, here are five quick time management tips to help you…

While clients are busy wrapping presents, baking treats and making plans to celebrate with loved ones, the holiday season is also an ideal time to discuss another form of connection:…

Recognizing charitably-minded clients is a key skill for advisors who want to go beyond traditional financial planning to help their clients make a more meaningful impact. By identifying clients who…

Talking about giving doesn’t have to be complicated or intimidating. In fact, it’s one of the best ways to connect with your clients on a personal level and help them…

Legacy planning isn’t just about transferring wealth — it’s about passing down what matters most: one’s values, passions and desire to make a difference. Many people want their lives to…