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As a financial advisor, your main goal is to help people manage their finances, but why not help improve their overall outlook on life along the way? For our latest episode, we met with Author Matt Smith to discuss the theme of his book “The Side Effects of Thank You”, and how having an attitude of gratitude can change your clients’ lives for the better!
It’s likely someone you know have been affected by Alzheimer’s Disease in some way, and it can be an extremely overwhelming time financially and emotionally. Be a resource to them by sharing this episode with Co-Founder of the Broyles Foundation, Betsy Broyles Arnold.
She shares her own personal story as a caregiver started a foundation to help educate and provide resources for others.
Lack of sleep is related to a lot of chronic health issues, so the more sleep they get, presumably the healthier they’ll be, and we know healthy people tend to live longer, which is all the more reason to get your finances in order! Pediatric Sleep Consultant Molly Mahler is on to explain to your clients why their health directly affects their wealth.
From a global pandemic to an intense presidential election, many people are wary of what to expect in 2021. We met with David Kelly, the Chief Global Strategist for J.P. Morgan Asset Management, as he uses his 20 years of financial experience to provide some insight on what you and your clients can expect out of 2021.
If you need to raise your credit score fast, then start by taking action on the things you control and don't have to depend on getting a creditor's response for. See which and how many of these 10 points of wisdom you can implement for yourself.
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