Estate planning is always a tough topic of conversation for financial advisors and their clients. “Even in the tightest-knit families, transfers can get a bit messy,” explains Kevin Andrews, owner of Idaho based wealth management practice Eagle Financial Group in an...
As we wrap up the first quarter of the year, a lot of financial advisors are finding themselves strapped for time. If you’re in this position, know that you’re not alone. It’s been a stressful year for a lot of people, especially in light of layoffs, inflation, and...
In the financial advisory profession, one of the biggest trends is the rising emphasis of psychology in financial planning. “Money is inherently emotional, and the way people react to, handle, and make decisions about their finances can often be attributed to events...
As generational wealth transfers from older adults to younger people, and a wave of new investors emerge, it is increasingly vital for advisors to carefully consider their approach to engaging with clientele whose worldview greatly differs from that of their parents....
Over the last few years, charitable giving among Americans has increased, with 2020 setting a record due to the pandemic. As one Edward Jones study points out, people who donate do so for altruistic reasons — and that younger generations are looking to incorporate...
Better Touchpoints with Clients