Genivity Financial Planning BlogArticles on health, wealth, and much more!
Genivity HALO was created in order to bring visibility to the true out-of-pocket costs people will face during their retirement years. But once you see the true numbers for your specific situation (lifestyle, behavior, family health history) what’s the next step?...read more
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...read more
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...read more
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...read more
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...read more
Financial advisors are facing an unprecedented number of challenges in their practices. Whether it's managing a large amount of wealth transfer or competing with robo-advisors, there are many potential obstacles advisors need to overcome in order to maintain and build...read more