by Lindsey Burda | Aug 26, 2025 | Blog
You already know that human-first matters. But how do top-tier advisors retain 95–98% of clients year after year? It starts with listening—and acting—more than talking. Why Feedback Is Your Hidden Advantage Reviews consistently show that poor communication and...
by Lindsey Burda | Aug 15, 2025 | Blog
In a world where financial planning tools and platforms are becoming more advanced by the day, the firms that rise above the noise aren’t necessarily the ones with the most data. They’re the ones who know how to use it. Specifically, they know how to use client...
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...
