Invest in Yourself

Did you know that January is National Mentoring Month?

The campaign started in 2002 and aims to raise awareness about the need for more Mentors and to encourage more people to actively become mentors.

Mentoring is a timeless practice, […]

January 12th, 2022|News & Events|

New Year’s Resolutions You Can Keep

As 2022 has just begun, we reflect personally and professionally on what we accomplished this past year. 

We evaluate and decide what our new goals will be for 2022 and may even start thinking about a New Year’s […]

December 30th, 2021|News & Events|

The Importance of Updating Your Beneficiaries

With the end of 2021 right around the corner, many advisors are already planning annual reviews.

When was the last time you reminded your client to update their beneficiary designations?

This isn’t the fun part of financial planning, but it […]

December 16th, 2021|News & Events|

How the Pandemic Transformed Client-Advisor Meetings

Whether performed quarterly, semi-annually, or annually, one of the most important meetings you will have with your client, next to onboarding, is their review. 

Ideally, you would be communicating with your clients in multiple face-to-face meetings throughout the […]

November 23rd, 2021|News & Events|

Announcing Our Partnership with AFEA! Helping You Market through Educational Workshops

You’ve worked hard to gain the skill sets and financial insights needed to become a trusted financial expert! You’ve applied yourself and can skillfully use the Circle of Wealth® to help your clients understand key financial concepts […]

November 12th, 2021|News & Events|