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…
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…
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…
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…
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…
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.…