Posts by Merit
3 Ways to Grow Strong Relationships with Both Spouses When Working with a Couple
Written By: Kelly Straub, Regional Director As financial advisors, we are entrusted with the financial futures of individuals and married couples. When working with couples, additional variables affect the decisions…
Read MoreThree Ways Women Can Set Themselves Up For Financial Success
Written By: Lori Price, CFP®, Wealth Manager & Partner Women are increasingly responsible for household finances representing a significant shift from previous generations. These changing trends shouldn’t come as a…
Read MoreEssential Financial Literacy Topics to Discuss With Your Children
Are you curious to know the best ways to discuss with your children or grandchildren about finances? In this video, you will hear Emily Boothroyd, Wealth Manager and Partner, discuss…
Read MoreHow Smaller RIAs Can Navigate an Increasingly Competitive Landscape by Aligning with a National Firm
Written By: Rick Kent | Founder & CEO Mergers and acquisitions activity in the registered investment adviser (RIA) space continues to reach record levels. Echelon Partners, which tracks deal-making activity…
Read MoreTips for Widows When Selecting a Financial Advisor
Ask yourself, “Do I want someone to recommend and manage my investments or someone to sell me insurance to protect my family? –or– Do I want help with money management…
Read MoreOur Steve Young Event
We had a great time speaking with Steve Young, the three-time Super Bowl-winning quarterback of the San Francisco 49ers on Monday, April 26th. Thank you to all who were able…
Read MoreThe Future of Financial Services: How Consolidation is Driving Change Across the Industry
Video By: Rick Kent | Founder & CEO Over the past few years there has been a growing interest of Financial Advisors wanting to work together and creating efficiencies to…
Read More5 Money Moves for Near Retirees
All retirees have one goal: to make sure you have enough money to get through the rest of your life not working. In this short video, hear one of our…
Read MoreHow to Continue Growing Your Practice in the Digital Age
Written By: Kay Lynn Mayhue | President As the coronavirus pandemic took hold last year, many businesses quickly shifted their operations from a centralized office space to a dispersed workforce.…
Read MoreTips for Widows: How to Sort Through the Chaos After the Death of a Spouse
Financial Advice for Widows: 6 Tips The loss of a spouse can be crippling—emotionally, physically, spiritually, socially, and equally important, financially. A recent survey found that 78% of widows said…
Read More