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 […]
Author Archive | Adam Kornegay
Here are three ways financial advisors and financial planners can document client conversations and decisions through notes, letters and checklists.
Advisors often ask how their practices measure up against other planners and advisors. Here are nine questions to help you get started.
Five tips to help financial advisors and financial planners be a better listener.
Best practices for financial advisor and planners to consider when reopening a financial advisor office.
The Financial Planning Association just published Opportunities in Times of Uncertainty: 3 Steps to Your Breakout Year
Financial advisors and financial planners can avoid Zoom fatigue by using one-way videos to deepen relationships.
Your willingness to make clear your motivation through thoughtful questions, careful listening, and thorough answers will lead directly to lasting, trust-based relationships.
Trust is not a onetime occurrence. It is built or torn down with every action and interaction. Here are two simple tips for financial advisors and financial planners to improve your reliability.
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 […]