Author Archive | Adam Kornegay

Relaunch 2020

Adam and Susan to present “Relaunch 2020” at FPA Webinar

The first half of 2020 was decidedly not what anyone expected.  Planners are asking, “Where we do go from here?  What are the lessons from the last six months?”  If there’s ever a time to rethink your practice, it’s now! Join Susan Kornegay, CFP® and Adam Kornegay, RCC™ as they present actionable strategies for financial planners who want to regroup and set the stage for a strong end of the year.  Topics will include: How to refine the way you see your role as a financial planner How to take a good […]

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Tips for Working From Home

Last week I asked an advisor how he was settling in after he started working from home.  He readily admitted that it was a challenge as he hunched over his dining room table. As you may know, Susan and I have run Pathfinder for the past 10 years from her home.  She has an office on the main floor, while I have a separate room upstairs. I’ve also created dedicated office space at my home for the unexpected events in my life (such as when school is canceled until the […]

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