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 | 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...
