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...
by Lindsey Burda | Mar 24, 2025 | Blog, Mindset
In the realm of financial advising, decisions often transcend mere monetary considerations. Questions like “Where should we take our money from?” or “Should we help our daughter remodel her basement?” are not just about finances; they are life...
by Lindsey Burda | Mar 17, 2025 | Blog, Mindset
In the ever-changing landscape of life, unexpected challenges can arise at any moment. For your clients, having a financial plan with a strong foundation is crucial for protecting themselves and their loved ones from life’s uncertainties. Enter the Foundation...
