Genivity Financial Planning Blog
Articles on health, wealth, and much more!
Become an Expert in Elder Care Planning
Conversations around elder care planning can be complicated; bringing up health and old age can be difficult for advisors. On the other hand, clients know it’s important, but don’t like to think about it. As painful as it is, elder care planning can not be ignored...
Health, Wealth, and Financial Planning in a Pandemic World
Now more than ever, consumers are thinking about their health and longevity and how their finances will be impacted by their health and lifestyle choices. While many things feel unknown right now, financial advisors can fill the existing gap with people who want help...
Experiencing COVID-19: An Advisor’s Health + Wealth Journey
Editor's note: Recently, the Coronavirus pandemic hit close to home for the Genivity team. Fabrice, a close advisor to the Genivity team, is now recovered from COVID-19, but his experience has motivated us, even more, to drive conversations about the...
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...
Supporting Client Longevity
Global research firm, the Aite Group, recently announced the top 10 trends driving growth in Wealth Management for 2020. #4 on that list: Advisors Supporting Client Longevity! By 2020, one third of the US population will be 65 and older. As people live longer,...
Blended Business: Embracing Technology to Provide Client Support
In talking with many financial advisors and institutions over the years, groups have evolved at different rates in how they use technology in their practice. Some shun it completely beyond the bare minimum of portfolios and modeling. Some are excited about what...