by Lindsey Burda | Jul 29, 2025 | Blog
Clients expect not just expertise but meaningful connection and the first 30 days of a financial planning relationship are more important than ever. This is your window to establish credibility, build trust, and create the kind of rapport that turns first-time clients...
by Lindsey Burda | Jul 18, 2025 | Blog
Why Embracing Tech Is More Than Just a Trend As AI becomes increasingly integrated into daily life, financial advisors face a critical decision: adapt and thrive, or risk being left behind. A recent Pew Research Center study (June 25, 2025) found that 34% of U.S....
by Lindsey Burda | Jul 8, 2025 | As Seen On
In a recent episode of the Coaching Magic podcast, Jill Young sat down with co‑founder of C&J Innovations, Colleen Bowler, CFP® — a seasoned coach and former financial advisor. Their conversation unpacked three core coaching principles that resonate deeply with...
by Lindsey Burda | Jun 19, 2025 | Blog
In a world full of data, projections, and performance reports, it can be easy for financial advisors to default to numbers. But what truly sets advisors apart is in the questions they ask. Today’s most effective financial professionals aren’t just managing assets....
by Lindsey Burda | Jun 19, 2025 | Mindset
For many individuals, transitioning from a steady paycheck to relying on retirement income—or as we like to call it, Your Walkaway Passport® Income—is more than a financial shift. It’s a deeply personal experience. Even clients with substantial wealth can face...
