Do You Have Balance in Your Financial Ecosystem?
by Jeremy D. Shipp CFP®, CLU®, RICP® I saw a story over the summer that highlighted the importance of balance in nature. And when I …
Do You Have Balance in Your Financial Ecosystem? Read post →
by Jeremy D. Shipp CFP®, CLU®, RICP® I saw a story over the summer that highlighted the importance of balance in nature. And when I …
Do You Have Balance in Your Financial Ecosystem? Read post →
The National Mentor campaign started in 2002 and aims to raise awareness about the need for more Mentors and to encourage more people to actively …
When the end of the year approaches, many advisors plan their client annual reviews. When was the last time you reminded your client to update …
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, …
How the Pandemic Transformed Client-Advisor Meetings Read post →
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 …
Announcing Our Partnership with AFEA! Helping You Market through Educational Workshops Read post →