As we approach the holiday season, the question of how best to show your appreciation for your clients’ loyalty is raising its head. In an age of social distancing and safety concerns, open houses and cocktail parties are no...Read More
What’s going on in the minds of the EFA team? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a surprise. So keep checking in. We’re glad to have you reading along.
While working from home, you may be working in a chair that doesn't love your back as much as the one in your office does. And you may be sitting too long, even if you get up to throw in a load of laundry. Give yourself a little dose...Read More
Well, the summer has gone and now here in the Northern Hemisphere, the temperatures are falling and the evening is starting earlier than anyone feels like it should. The most obvious signal of the changing seasons are the leaves on the...Read More
Last month we took a look at some of the apps available for planners who plan on the go with a mobile device in hand at all times. If this all sounds like way too much digital interference in the joy you experience when you cross...Read More
As we try to create better and better armor for our online presences against the attacks of identity thieves, some of our older methods are beginning to seem not just old but antiquated. Against more sophisticated hacking techniques...Read More
VICTOR, NY– Apr. 1, 2019 - Victoria Bach of Evolution Financial Advisors in Victor, attended Securities America’s 2019 Masters Forum from March 14-16, 2019, on Amelia Island, off the east coast of Florida. Bach attended...Read More
One of the best ways to increase productivity is to create an ideal work space. Obviously, this should be one that is quiet, free from too many distractions, and has a desk set up with easy access to those items you use most: your...Read More