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 | 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 10, 2025 | Blog
Financial advisors often focus on helping clients prepare for retirement, grow their wealth, and protect their legacy. But what if your clients aren’t healthy enough to enjoy it? Wellness and wealth are deeply connected and yet, many financial plans don’t account for...
by CandJ Innovations | Apr 22, 2025 | Blog
What truly sets top advisors apart? It’s not just investment performance. It’s the strength of their client relationships. Strong relationships lead to better retention, more referrals, and what everyone wants, deeper trust every day. But while most advisors...
by Lindsey Burda | Apr 14, 2025 | Blog, Mindset
Understanding the Wellness Mindset Wellness may not always be top of mind when discussing finances. However, its importance is undeniable. Just as a healthy portfolio can secure a financial future, a sound body and mind are invaluable assets. We know advising clients...
