10.06.21

Connecting Clients to Community Projects

We know that professional advisors want the best for their clients, including connecting them to projects that will honor their legacy. While philanthropic giving is only a portion of a client’s investment portfolio, it doesn’t…
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09.29.21

You Can’t Pour from an Empty Cup

If you’ve ever flown on a commercial airplane, you’ve probably heard the phrase, “In the unlikely event that we lose cabin pressure…”. Then, the flight attendants demonstrate how to use the oxygen masks that drop from the…
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09.29.21

Using Zoom To Its Full Capabilities

Whether we were ready for it or not, our world has changed rapidly. Almost every organization is now reliant on virtual meetings and video conferencing platforms. If you were like us, we barely knew what Zoom was…
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09.14.21

Community Care Starts Within

We all know those people who give everything to the community, and you might be one of them. They donate money, volunteer regularly, attend every event to show support, sit on various local boards, and…
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