Author: Kimberly A. Branch, CFP®
Posted by Kimberly A. Branch, CFP® | Aug 21, 2018
Sudden wealth has many sources: lottery winnings, pro sports, an inheritance, a legal judgment or a business liquidity event. Investment professionals can play an important role in helping individuals survive emotions and mistakes often associated with a sudden financial windfall.
Posted by Kimberly A. Branch, CFP® | Jul 31, 2018
Would it surprise you to learn that 83 percent of financial services firms report that data is their most valuable strategic asset? Read on to learn more.
Posted by Kimberly A. Branch, CFP® | Jul 12, 2018
Even in an industry accustomed to transformation, the change in financial services today has never been faster and of greater breadth. Reinventing your business to prosper in a changing environment begins with taking four simple steps.
- An Irish Proverb: You’ll Never Plow a Field by Turning it Over in Your Mind posted on September 4, 2016
- Transitioning to a New Broker-Dealer posted on October 16, 2018
- Life Insurance as a Part of Asset Allocation posted on March 13, 2017