Do you remember the excitement and big dreams you had for your firm when you launched? The initial honeymoon period of launching an RIA fades over the years. One way I love to reignite my passion for the business is to update my vision for what the firm could look like 3 years from now. In this blog, we’ll dive into 5 tips for updating your advisory firm’s vision documents and share about Ellevate Advisors’ renewed 3-year vision! 

If you aren’t familiar with the Enneagram, it is a typing system of 9 personalities typified by what internally motivates and fulfills that person. It is a powerful tool you can use when helping your financial planning clients evaluate money habits and reach their life goals. Here are 9 common money mindsets and financial planning tips advisors can share for each Enneagram type!

As the financial industry continues to evolve, it has become harder and harder for advisors to differentiate themselves. The big question is a familiar one. To niche or not to niche? Here's what I've learned about niching and how to connect to your ideal clients!

Every now and then in life, you realize that something’s got to give. For my husband and I, that moment was when we realized that it was time to sell our house. We loved our home, but not enough to put traveling abroad and our other mutual dreams on hold. Here’s our story as proof that YOU can do whatever it takes to make your dreams come true!

How can you recognize the ways egocentricity is derailing your life and business? Mindset traps like “keeping up with the Joneses” and “vulnerability is weakness” can wreak havoc in your life and advisory firm. Learn how to overcome these egocentric pitfalls and reach a place of personal and professional peace!

What will the future of Financial Planning look like? I believe that financial planning is undergoing a new, powerful phase of its evolution! Here are three questions I think every advisor should ask themselves to make sure you evolve with an ever changing industry.

Finding a financial advisor when you are one has its own unique challenges. There can be some big mental hurdles to overcome. So, here are three tips that helped me find my own financial advisor and make sure I am practicing what I preach!

If you've been following my story, you know that my family and I recently returned from living and working in France for two months It was an incredible adventure, but also filled with incredible hardship. Keep reading to learn the REAL story of how I practiced self-care during our trip!

Did you know I’m running my firm from France right now? It’s not because we’re rich or anything. In fact, with some financial planning, you could be doing the same thing in a few years! Today I’m sharing a few of the life-changing decisions we made to get here. If you want to put something like this in your financial plan, I’m just a phone call away!

Being educated about money makes marriage, starting a family, and eventually retiring so much easier. Those are the things my dad truly cares about, but it all starts with a conversation about money. Here are a few tips on how to start a money conversation with your dad this Father’s Day!

My mom did an amazing job teaching us practical money skills growing up! Here are some of her tips on how to have a healthy relationship with money at every age and stage of life!

Advisors need advisors too! There are three major things we're doing differently in financial planning for our advisor clients. Keep reading to find out how to take your financial plan to the next level!

Happy early Easter! No matter what your faith, your values are the foundation of your financial plan. Here are 3 tips to integrate your faith and your finances!

Who is afraid of success?!? The Fear of Success is actually a type of Imposter Syndrome. The more I read about it, the more I see how it has impacted my life and business. That's why I wanted to share with you the 6 types of Fear of Success and how to overcome them. I think I’m Type #4; which one are you?

Happy almost St. Patrick's Day! It's fun to celebrate the "luck of the Irish" but are you relying on luck in your financial plan? Read more to find out the 3 threats of luck to avoid!

Back in 1987, the average house price was only $104,000… Those were the good old days! That’s when my grandad made the life-changing decision to become a financial advisor. There’s so much we can learn from his story about the value of engaging our own financial planner, and how to retire successfully!

Studies have shown that the more incompetent we are, the more likely we are to overestimate our abilities. This keeps us from building healthy relationships with clients, and managing a team. Here's our secret to successful leadership!

What are your goals for 2021? If you don’t know, you may benefit from Life Planning! The Life Planning process reveals your life’s purpose. What do you want to do? Who do you want to be? Let’s find out!

My favorite Christmas movie is 'A Christmas Carol', where Ebenezer Scrooge is visited by the 3 Christmas ghosts and his life is forever changed! I had a similar life-changing experience, when I was asked these 3 Life Planning questions. How will Life Planning change your life this Christmas?

Congratulations! If you’re reading this, you’re starting to get serious about exiting your advisory firm. While a continuity plan provides for emergencies, a succession plan allows you to control the contingencies. Here are the key components of a Beginner’s Succession Plan.