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 …
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News & Events
Invest in Yourself
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 …
The Importance of Updating Your Beneficiaries
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 …
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, …
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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 …
Announcing Our Partnership with AFEA! Helping You Market through Educational Workshops Read post →