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…
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…
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…
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…
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…
Opportunity Zones – An Expert’s Take on What You Need to Know
By Kim Hartsock, Warren Averett The Opportunity Zones program was established by Congress in the Tax Cut and Jobs Act as an innovative approach to spurring economic development. It does…