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.  

The Brain Trust Consortium Retreat 2014

Thursday, January 23, 2014 Bookmark and Share

Over 50 Consortium Members—LPL Financial and IFG Advisory, LLC financial advisors and staff—converged upon the Grand Hyatt Atlanta Hotel in Buckhead for our educational retreat held January 16-17th. Integrated Financial Group’s 2014 Consortium Retreat is considered to be the highlight for the year among our advisor members. It represents the essence of the Consortium—The Brain Trust.

Advisor presentations and panels throughout the two-day event focused on enhancing advisor communication skills through “storytelling.” The challenge advisors often face is sharing complex ideas in an easy-to-understand mode. 

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