How Advisors Can Effectively Reach the Next Generation of Clients

next generation

Written By: Stephen Frick | Wealth Manager When working with clients, building strong, genuine relationships is crucial. Not only should advisors strive to establish a rapport with the individual managing the household money, but they should look to proactively connect with their clients’ children as well. Treating the next generation as a client from the…

Read More

3 Ways to Grow Strong Relationships with Both Spouses When Working with a Couple

married couple meeting

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 that will influence the portfolio’s direction, as well as the longevity of your relationship with both partners. Eighty percent of women will change advisors after…

Read More

How 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. Advisors were forced to quickly adapt their approach, adjusting their workflow to an entirely digital setup. Now, a year after the start of the pandemic,…

Read More

5 Succession Planning Tips for Business Owners

Business Owner

Written by: Kay Lynn Mayhue | President Entrepreneurs pour their entire lives into building a successful business, devoting time, energy, and resources to establish a business in which they take great pride.  Oftentimes, as entrepreneurs focus on the day-to-day, they overlook planning for the future — a future where they want to retire and move…

Read More