The Value of Transformation By Adam Kornegay on November 18, 2020 in Business Development, Messaging As a financial planner or financial advisor, one of the best ways to show your value is through the power of transformation. How have you helped your clients achieve their financial goals? 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
Don’t Leave Me Hanging By Adam Kornegay on September 2, 2020 in Client Service A three-step process for financial advisors and planners to ensure things don’t slip through cracks with service requests. Continue Reading 0
Three Steps to Your Breakout Year By Susan Kornegay on May 5, 2020 in Business Development, Clients, Growth, Networking, Referrals Three steps for financial advisors and planners to have a breakout year, even during times of uncertainty and market volatility. Continue Reading 0