Health and Wealth Archives - Genivity
The Gifts You Can Give with a Good Plan

The Gifts You Can Give with a Good Plan

Clients reward advisors who give them valuable gifts with their loyalty with more assets to oversee and with referrals. A good financial plan is just such a gift. Throughout the market volatility during Q1 of 2020, I have heard from a number of financial advisors that...
Advisors Provide more than Financial Advice

Advisors Provide more than Financial Advice

The world has turned on its head this past month and the financial markets are experiencing wild volatility.  It is during these times that clients lean heavily on their financial advisors for advice. Traditionally, advisors often rely on historical data and averages...