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!

Writing your own retirement speech can be a special kind of intimidating and awkward! This is your career signoff, and there might be some big emotions involved. My father retired early due to his health. Using what I learned from my dad’s beautiful speech, check out these 5 tips to help advisors write their retirement speeches!

They say there are two sure things in life: death and taxes. As a financial advisor, having a written Continuity Plan in case you can no longer work due to an emergency or suddenly pass away is not only responsible, but it’s also your fiduciary duty. After talking with compliance experts, custodial paperwork gurus, and attorneys, I’ve compiled vital information that every advisor wishes they knew in order to get their continuity plan in place!

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!

The “fake it ‘til you make it” mindset has some key flaws when it comes to building an advisory firm. It gives the illusion that we are all experts with flawless plans and foolproof strategies. Here are our tips on how to learn from other advisors while still embracing your own unique path in building your advisory firm!

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!

Sellers in internal succession plans assume that their successor already knows how to run a firm and manage clients, and if they don’t, they start to look for a new buyer. This week, I'm sharing my most popular Meeting Agenda Template, which both buyers and sellers have come to love!

True family wealth is an abundance of what your family most treasures. Here's a formula your family can follow to create your own 100-year financial plan!

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!

Like Albert Einstein, we’ve simplified valuations into the following 3 simple variables. Here’s what you need to know about Why, When, and Where to get a valuation!

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!

If I were to get hit by a bus today, there would be a lot of loose ends in my life and business. I think that's not right, which is why I've been creating a course to help advisors everywhere solve this problem. Read this week's blog to learn what to expect when you take our course!

Completing an annual valuation on your business is the financial service industry equivalent of undergoing your annual physical. Unlike an annual physical, your valuation results should get better as your business matures. It provides data to set the right business goals, and a starting point to create an exit strategy. Keep reading to learn all that your valuation can do for your business today and in the future!

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!