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.…
Gwinnett business celebrates 50th anniversary by pouring back into the community through scholarship fund
Richardson Housing Group, a Lawrenceville-based family business serving Gwinnett County and beyond, is celebrating its 50th anniversary. And while it does great work in the construction realm, its impact goes…
Cultivating Generosity: 5 Books to Expand Your Perspective on Giving
The act of giving often stands out – and for good reason. Philanthropy has a profound effect personally and societally. The following five books explore the art and science of…