From Whimsy to Legacy: Applying Love Does in Your Professional Practice
If you're looking for a book that flips the traditional idea of love on its head, Love Does by Bob Goff is a must-read. It's a lighthearted, engaging read with deep insights that can resonate with anyone, especially those in professional advisory roles like financial advisors, CPAs or…
More Bang for Their Buck: Why Your Clients Need to Know About the “Mega Backdoor Roth”
As a trusted advisor, you’re always looking for innovative ways to help your clients save more for retirement. If they’ve maxed out their regular 401(k) and IRA contributions, you might want to introduce them to a little-known but powerful strategy: the “Mega Backdoor Roth”. So, what exactly is…
Bridging the Knowledge Gap: Advisors as Philanthropic Educators
The role of professional advisors in philanthropy extends far beyond financial planning; they are also educators, guiding clients through the complexities of charitable giving and helping them make informed, impactful decisions. By partnering with organizations like the Community Foundation for Northeast Georgia, advisors can provide their clients with…
Stocks vs. Bonds: Building Long-Term Wealth in 2024
Many people think bonds are old news and that stocks are the go-to for building long-term wealth. While stocks often steal the spotlight, bonds have proven to be a consistent and safer investment option, even if they lack a bit of excitement. Understanding the differences between these two…
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…
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…