Growing and Moving Up-Market: A Case for Specialization
In my 20+ years in Financial Services, the industry has seen many changes. As a good friend once said to me, âchange is mandatory; how you adapt is a choice,â and for financial professionals who are poised to adapt to trends, there is real opportunity for growth and a shift up-market. Perhaps the biggest trend […]
A Simple Framework for Year-End Planning
Year-end has always signified a few things to me: the start of football/basketball seasons, the leaves changing color (and subsequent raking them into piles when they fallâŠ), and sweater/hoodie-weather, to name a few. As business owners and leaders, itâs also a great time to reflect on your companyâs performance and to plan next yearâs undertakings […]
The Practice of Self in Business
When working in a service-oriented industry, a great deal of your focus goes to helping others. Itâs what you built your business on, after all, and I know that I pride myself on having created a service model that we refer to as âwhite glove,â and mean it. As a mom, my home time is […]
What a Time to Be Alive: Navigating AI Advancements with Confidence and Care
Iâve been using a saying recently. Itâs one of those sayings thatâs obviousâmaybe even obnoxiousâbut I like to say it in a way that simplifies complex thoughts and feelings on heady topics. It also reliably earns an eye roll from my teenage daughter whenever I empathically say it in public, especially with strangers, which, Iâll […]
Health is Wealth: How Financial Advisors Can Optimize Health to Maximize Wealth and Lifestyle
As financial advisors, we dedicate our careers to building and preserving wealthâfor our clients, our loved ones, and ourselves. Yet the cornerstone of enduring success often gets overlooked: our personal health. Your health not only affects your performance but also your long-term financial outcomes and overall quality of life. By embodying a healthy lifestyle, you […]
Seven Key Benefits When You Partner with a Large Enterprise OSJ
If youâre a Registered Investment Advisor (RIA), Investment Advisor Representative (IAR), or a breakaway wirehouse broker, transitioning to independence can bring opportunities and stress. Compliance, operations, technology, and business growth donât just happen; they demand time, expertise, and a strong team of specialized professionals. The good news: Being independent doesnât mean you must do it […]
Advisor Succession: Seize the $10T Moment
The financial advice industry is on the cusp of a significant transformation. Over the next decade, it’s anticipated that approximately 37% of financial advisors will retire, collectively controlling $10.4 trillion, or 40% of total industry assets. This impending shift presents a unique opportunity for proactive advisors to expand their practices by acquiring those of retiring […]
Recycling Your Good Ideas: How to Repurpose Old Content
Picture this. Itâs a few days after Thanksgiving, and youâve still got turkey, cranberry sauce, gravy, some roasted veggies, and leftover dinner rolls in the fridge. You could recreate the holiday plate, but youâre tired of that. However, what youâre not tired of is mixing the cranberry sauce with a little mayo, slathering that on […]
How to Handle Whatâs Big â Hot Topics for 2025 and Why to Jump on Them Now
As you prepare your marketing calendar for 2025, are you finding that your list of topics is shorter than youâd like it to be when it comes to topics that are right for the time? Of course, tax tips and saving for college are perennial topics, but are you missing the topics that are in […]
How to Perfect the Balancing Act: Achieving the Right Work-Life Balance
In todayâs world, the notion of work-life balance has become increasingly problematic to achieve. As work demands increase and personal responsibilities grow, many individuals struggle to manage the balance. For me, Iâm a mom of two children, the president of Evolution Financial Advisors as well as the teacher/ owner of a bustling dance studio in […]
