Financial Planning Archives - Genivity
The Holidays are the Best Time for Family Homework

The Holidays are the Best Time for Family Homework

The holidays are a time focused on the holiday spirit. It involves consuming too much food, spending quality time with friends and family, or attempting to avoid family drama. For some families, family gatherings occur frequently. However, for other families, holidays...
How to Set your Financial Practice Apart from Others

How to Set your Financial Practice Apart from Others

Some companies struggle to differentiate themselves from other practices. With the sea of financial advising options available, there are many places for clients to choose from. The companies that have been able to differentiate themselves tend to have a steady...
How to Write and Market Case Studies for your Practice

How to Write and Market Case Studies for your Practice

The best way to gain clients is to illustrate how your practice and services have helped other individuals. Case studies, also called case histories or success stories, provide a description of a problem and the solutions applied to this problem. They determine what...
Fiduciary Laws: What You Need to Know About DOL Compliance

Fiduciary Laws: What You Need to Know About DOL Compliance

Changes by the Department of Labor to compliance laws have caused a shake-up in the financial advising industry. Changes from suitability standards to fiduciary standards are representing a huge shift in the industry. Suitability standards meant that as long as the...
How Next-Gen Members Impact Planning for the Future

How Next-Gen Members Impact Planning for the Future

American individuals are known as one of the worst savers in the developing world with only saving approximately 6 percent of their income compared to the recommended 20 percent. Furthermore, when your clients have a desire to raise a child, saving becomes more...

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