It would be an understatement to say that the COVID-19 pandemic has turned everyone’s lives upside down. If you’re anything like me, your living room has become your office and your classroom for your kids. And while I sincerely hope … The post 7 Digital Marketing Tools for Financial Advisers During COVID-19 Pandemic (And Beyond) appeared first on ..read more

Now that states are beginning the process of opening for business, it is not too soon for financial advisers and planners to take yourselves out of reaction mode and back into making this a breakout year for your business. Notice … The post Opportunities in Times of Uncertainty: 3 Steps to Your Breakout Year appeared first on ..read more

With social distancing being our new normal (at least for the short term but possibly for longer), most people would agree they are ready to get back to living their lives like we were before the COVID-19 pandemic—as close as … The post Going the Distance While Social Distancing appeared first on ..read more

The COVID-19 pandemic has brought about challenges for you, your employees and your clients alike. In a recent call in FPA’s Planner-to-Planner conversation series powered by TD Ameritrade Institutional and Vanguard, host Elizabeth Jetton, M.Ed., CFP®, led a discussion among … The post Planner-to-Planner: Taking Care of Your Community—Physically, Financially and Mentally appeared first on ..read more

As financial advisers you understand the importance of connecting with your clients. You know happy clients are clients that feel like they’ve been heard and their goals are understood. You also know that during a pandemic—like the one we find … The post COVID-19 Pandemic: Digital Marketing Do’s and Don’ts for Financial Advisers appeared first on ..read more

Although a lot has been written on the importance of digital estate planning (including the comprehensive article, “Estate Planning for Digital Assets,” by I. Richard Ploss in the April 2018 Journal of Financial Planning), stories continue to hit the news … The post The Security Case for Digital Estate Planning appeared first on ..read more

There’s nothing quite like a pandemic to bring business continuity planning to the forefront of planners’ minds. In the most recent call in FPA’s Planner-to-Planner conversation series powered by TD Ameritrade Institutional and Vanguard, host Elizabeth Jetton, M.Ed., CFP®, guided … The post Planner to Planner: Reality Meets Your Business Continuity Plan appeared first on ..read more

Perfectionism is a blessing and a curse. We feel so good about ourselves because we can do it all—so we end up doing it all—becoming our own worst enemy. Perfectionism and delegation are like oil and water. They simply don’t … The post Quiet Your Perfectionist and Empower Your Delegator appeared first on ..read more

Stress is abundant during the COVID-19 pandemic. But two federal programs, the Paycheck Protection Program and the Economic Injury Disaster Loan, aim to take a fraction of that stress off the minds of small business owners. That is if those … The post Planner to Planner: The Paycheck Protection Program and Economic Injury Disaster Loan appeared first on ..read more

How are you doing? Are you all right? It’s my sincere hope that you and your loved ones are well and safe at home. These are tough times, and the scope of the current situation—the market decline, the pandemic, the … The post This Is Your Time to Show Your Value appeared first on ..read more