ClickCease
Dennis writing

Category: Role of an Advisor

What 2020 Taught Me as a Financial Advisor

I am a planner by nature, which makes sense considering my choice of profession. In addition to planning for the financial lives of clients, though, I also make time to plan for the success of our business. My partner, Katie Brown, and I believe that the best advisors and firms are intentional about how they […]

Leading with Purpose Introduction

Why would a financial advisor host a podcast about leadership?  This year, I launched my new podcast called “Leading with Purpose”, where I interview leaders from different industries and backgrounds and help relate their experience to the financial decisions we all make. So, why does this matter for you as you plan and invest for […]

Cost of Trading Changes

The cost of trading changes at Charles Schwab and what it means for you and your financial advisor’s business. The Shifting Ground Under Our Feet The cost of trading has hit its lower limit: $0. In the last several weeks, after Charles Schwab announced that stock trades would be free, many major custodians and banks […]

Emeritus

Have you ever seen the word ‘Emeritus’ after the name of a professional? Attorney, Emeritus. Shareholder, Emeritus. Professor, Emeritus.  It means that this person has retired but maintains an honorary role based on their lifetime of accomplishments.  One title you will rarely see: Financial Advisor, Emeritus. Why is that?  Financial advisors are facing a retirement […]

Finding Community

I have heard finding community described any number of ways, but one my favorite descriptions is “Being part of a community means being a part of something greater than you. It’s about sharing, growing and opening up to who you are and what you believe in.” I believe our lives are filled with many different […]

The Zeal of a Convert: My Origin Story

Earlier this year in his weekend “Intelligent Investor” column in the Wall Street Journal, Jason Zweig wrote a memorial tribute to Jack Bogle, founder of the Vanguard Group, that compared him to St. Paul, the early Christian missionary. When Zweig wrote that Bogle “blazed with the zeal of the convert” the words jumped off of […]

We All Need A Plan

It is a fair question to ask your financial advisor if he or she “eats their own cooking.” In other words, do they invest in the same way that they advise their clients to invest? If so, it shows that they have strong enough beliefs about investing to follow their own advice. That would be […]