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Dennis writing

Category: Role of an Advisor

Financial Advisor Influence and Optimism

The best prediction that I ever made was not a prediction at all. It was more of an observation. In the summer of 2019, I wrote about The Good Old Days and presented this idea: What if these are the days you will look back on and say “Remember when…?” As it turned out, compared […]

9 Advantages of Hiring a Financial Advisor

Did you know that the financial planning and advisory market is worth $59.2 billion in the US alone? This is not surprising as more people are genuinely concerned about their financial future. However, many people still don’t realize the importance of hiring a financial advisor. Handling financial matters can get complicated, especially as you approach important life […]

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 […]