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Advice For Life | Atlanta's Financial Planning Blog


Sometimes You Should Retreat Before Pressing On

Wednesday, February 01, 2017 Bookmark and Share

Before modern military tactics were developed, it was common for the General to move to an elevated position to observe the battle. Typically, soldiers fighting face-to-face with their enemy were so focused on survival that they lacked perspective on whether they were winning or losing until the battle was over. The General’s view, however, prompted adjustments to increase the likelihood of victory.  


From Past to Present: The People of Integrated Financial Group (Trent Adams)

Thursday, December 01, 2016 Bookmark and Share

Interviewing financial advisor Trent Adams for the holidays was a no-brainer.

 

From Past to Present: The People of Integrated Financial Group (Bonnie Whyte)

Friday, September 23, 2016 Bookmark and Share

 

Be Like An Iceberg And Rise Above The Surface To Success

Thursday, February 18, 2016 Bookmark and Share

by Land Bridgers



Recently, I have taken the time to learn about icebergs, and now know more than I ever imagined I could about massive chunks of ice. Let me state the obvious; the Titanic. It sunk. Full steam ahead! With only 10% visible, (even I can do this math) 90% of the iceberg was hidden below the water.  

Top 10 Life Events That Should Prompt an Estate Plan Review

Thursday, August 20, 2015 Bookmark and Share



At times, it’s hard to convince clients of the value of a well-thought out estate plan, and even harder to get them to pay to change that plan when things shift. However, estate plans are an essential part of protecting wealth, and they require routine maintenance and review.

Use these life events as conversation starters with your clients to keep estate plans up-to-date. 

Video: Top Revenue Enhancing Tools For Brain Trust Members

Thursday, July 30, 2015 Bookmark and Share



Considering a change for your financial planning practice? We're proud to offer revenue enhancing tools to members in addition to our unique culture. Watch this video and learn more about the Brain Trust today.  


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