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Keeping things current
February 14, 2022It’s one thing to make a financial plan with your clients, but it’s another thing to make sure that plans stay up to date with…
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What is your why
February 7, 2022Your clients may find it difficult to find a purpose when saving for retirement. As their financial professional, it’s up to you to be a…
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Dignity protection
February 1, 2022As a financial professional, you likely have a better understanding that the “worst case scenario” sadly happens more often than the general public would think….
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The immigrant experience
January 31, 2022While the majority of your clients may likely be natural-born US citizens, there are many hundreds of thousands of immigrants who have come to this…
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First paycheck planning
January 24, 2022Sometimes it can be difficult for your clients to overcome their urge to spend, especially after they receive their first paycheck. This episode with Financial…
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Find your baseline
January 17, 2022Tracking your expenses might be one of the most important tasks included in your budgeting routine. You might have clients that tend to struggle with…
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Dignity protection
January 10, 2022As a financial professional, you likely have a better understanding that the “worst case scenario” sadly happens more often than the general public would think….
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A cashless world
January 3, 2022Have you noticed that over the years, as technology increases, the amount of spending per consumer has also increased? It’s getting easier and easier to…
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Battle of the sexes: financial equality
January 1, 2022Typically, your male clients are more eager to speak out and join the financial conversation than your female clients. Show them you care about their…
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7 things to do before having a baby
December 27, 2021Everyone knows the “musts” when having a baby – get the crib ready, stock up on diapers, and pack the overnight bag. Strangely enough though,…
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A digital world
December 20, 2021It’s likely that a lot of your clients do their banking and other important tasks online, and those people won’t want to miss this episode!…
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Attitude of gratitude
December 13, 2021As a financial advisor, your main goal is to help people manage their finances, but why not help improve their overall outlook on life along…