More than Enough or Never Enough? By Adam Kornegay on October 28, 2020 in Business Development, Business Planning, Productivity, Vision Here are three strategies to shift from a scarcity mindset to one of abundance. Continue Reading 0
2020 Hindsight By Adam Kornegay on September 30, 2020 in Business Planning, Financial Planning, Planning Financial advisors and planners can use the lessons from 2020 to be much better prepared for 2021. Continue Reading 0
Your 2020 Relaunch Action Plan By Susan Kornegay on July 7, 2020 in Business Development, Business Planning, Growth, Planning, Productivity Here are five suggestions for financial advisors and financial planners to update their 2020 Business Plan and create a 2020 Relaunch Action Plan. Continue Reading 0
Time to Evaluate Your Financial Advisory Practice? By Adam Kornegay on June 11, 2020 in Business Planning Advisors often ask how their practices measure up against other planners and advisors. Here are nine questions to help you get started. Continue Reading 0