Ken Cella

Invest In Your Clients' Personal And Financial Well-Being

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Financial advisors who focus on their clients' personal well-being help inspire greater confidence during economic downturns.

Serving Clients Completely Starts With Flexibility, Autonomy And Choice

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By offering flexibility, choice and autonomy, firms can create long-term value for clients.

3 Factors Shifting Investors' Expectations Of Financial Advisors

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Three of the key factors driving investors' shifting expectations and steps advisors can take to meet clients' needs.

Leadership Lessons Learned During The Covid-19 Pandemic

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These lessons will continue to be relevant for many years to come.

The Value Of 529 Savings Plans Remains A Best-Kept Secret

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Graduation season is the perfect time to talk with clients about education goals for their children.

The Time Is Right To Close The Life Insurance Gap

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Make a point to ask about life insurance in your upcoming conversations with clients.

A Holistic Approach Can Boost The Fight Against Alzheimer’s

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By taking a holistic approach, the financial industry can drive crucial support for those fighting Alzheimer’s.

Immediate Steps To Help Weather The COVID-19 Storm

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Here are a few tips for financial advisors to help clients weather this storm.