by Lindsey Burda | Dec 3, 2025 | As Seen On
We’re excited to share that our co-founder, Colleen Bowler, CFP®, was recently featured in Advisor Perspectives in an article titled “Client Referrals Aren’t Dead, But They Must Be Nurtured.” Advisor Perspectives In her piece, Colleen makes a powerful case that...
by Lindsey Burda | Oct 21, 2025 | Blog
Did you know the middle years of wealth are an advisors biggest untapped opportunity? When most advisors think about growth, they look to retirees or business exits. But the most overlooked opportunity sits earlier: clients in their 40s and 50s – ...
by Lindsey Burda | Oct 16, 2025 | Blog
Clients expect more than investment returns and advisors who lean into the human side are winning. When you bring only numbers to the meeting, you’re leaving out the true meaning of who these investment returns are for. But when you combine data with client values,...
by Lindsey Burda | Sep 23, 2025 | Blog
You believe in being human-first, but you also need to scale. Here’s how modern firms blend automation and empathy without losing authenticity. Why This Balance Matters Research shows engaged clients (64%) not only stick around—they feel more confident during...
by Lindsey Burda | Sep 9, 2025 | Blog
When it comes to financial planning, few topics are as important—or as overlooked—as longevity. We know people are living longer, healthcare costs are rising, and retirement isn’t a neat “end point” but a decades-long chapter of life. Yet many...
