Wondering how to discuss politics as a financial advisor or planner? Follow the 4-P’s of Punt, Prepare, Policy and Positive.
Author Archive | Adam Kornegay
You’re Driving Me Crazy
A DiSC assessment gives financial advisors and financial planners a way to understand each team member and establish a stronger framework for communication.
We’re Going to Horn Creek!
For financial advisors and planners, leading a successful team requires a clear vision for the future. Here’s how to create a straightforward vision for your team.
Adam to present at FPA of Central Virginia
The Financial Planning Association of Central Virginia is hosting a Practice Management Series that is open to everyone. Any FPA member can attend for free and non-FPA members can attend all five sessions for just $50. Adam is presenting “Master of One: 3 Key Elements for Niche Market Success” on Thursday, September 10 at 12:00 P.M. Eastern.
Don’t Leave Me Hanging
A three-step process for financial advisors and planners to ensure things don’t slip through cracks with service requests.
One Thing at a Time
Here are three steps for financial advisors and financial planners to regain their focus when fighting off distractions.
Every Day is Moving Day
For many financial advisors and financial planners, working from home is starting to turn into a well-worn rut. Make a change to your environment to find some fresh enthusiasm.
Trust the Process
It’s been so much fun to watch baseball again. And it certainly doesn’t hurt that my favorite team, the Chicago Cubs, are off to their best start since 2016. Hopefully, I don’t have to remind you that 2016 was also the year that the Cubs won the World Series. For me, the return of Major League Baseball represents the return of the familiar. A steady rhythm of wind-up, pitch and swing. The feeling of fear and anxiety pierced with hope and anticipation. For such a topsy-turvy year, I welcome as […]
Context Matters
What can financial advisors and financial planners do to gather more context and stop assuming during your conversations?
Five Steps to Hold a Great Virtual Introductory Meeting
If you are meeting a new prospective client virtually, here is a five-step process for an effective introductory conversation.