Broker Check

Blog

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.

 

Wednesday, September 15, 2021

One of the most lasting effects of 2020 across all industries was the move for many employees to a work-from-home arrangement. With the introduction of the COVID-19 vaccine and other improvements, some workers have returned to their...

 

Monday, August 16, 2021

Settling on the right time for retirement after a long career is a big decision. It’s an even bigger decision when you’re a financial advisor who has worked for years to grow your own business. Having a solid succession...

 

Thursday, July 15, 2021

With the country opening up for the summer and families returning to vacations and sports and the things that kept everyone so busy before, it can be a challenge to engage with clients during this season. However, that doesn’t...

 

Monday, May 17, 2021

Working from home during the pandemic has taught self-employed financial professionals many things. While those who are entrepreneurs have largely adapted already to working outside of a classic office setting, things like learning to...

 

Monday, April 19, 2021

Knowing yourself is a huge part of being a successful financial professional. You are your brand, after all, and the heart of the business that you’ve been building since you set out on this journey is identifying your own unique...

 

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Monday, March 15, 2021

The iconography of spring is pretty well-known. Early-blooming flowers clustered around the trunks of trees newly decked out in fresh bright green leaves that were buds only a week ago. Eggs the color of a cloudless sky waiting in...

 

Monday, February 15, 2021

While prevention is a huge part of cybersecurity, there’s no defense that is 100%, particular as cyberattack methods change and evolve continually to get around them. Even if you’re careful, chinks in the technology...

 

Friday, January 15, 2021

When looking for opportunities at the start of the year, it’s easy to get overwhelmed by the avalanche of advice, personal ideas, and worries that might be leftover from last year. This overload of information and concerns might...

 

Tuesday, December 15, 2020

Conversations over the past nine months have inescapably turned from whatever topic they were about to COVID-19. That’s not exactly a surprise—a worldwide pandemic that has majorly disrupted lives and the economy is bound...

 

Sunday, November 15, 2020

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...

 

Monday, October 19, 2020

While no one wants to think about a worst-case scenario, an emergency won’t take your feelings into consideration. Effective planning for your business to navigate potential catastrophic challenges is actually a way to give you,...

 

Wednesday, July 15, 2020

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...

 

Friday, May 15, 2020

The winter seemed exceptionally long this year. Part of that was just a stubborn cold streak that gave way to one or two nice days in March but then stuck around to provide the latest snows I can remember. When I was a little kid, I...

 

Friday, May 1, 2020

It doesn’t take news coverage for everyone in lockdown during the past few months to know what everyone else is doing. If you follow any friends on social media, any platform at all, you have likely been faced with the most...

 

Sunday, March 15, 2020

Every prepared business has a contingency plan for what they’ll do in case of an emergency, whether from an extreme weather event or some other unforeseen difficulty. As the United States seeks to contain and lessen the effects...

 

Wednesday, January 15, 2020

It’s been something people who have worked in offices have known for the last twenty, maybe thirty years—sitting at your desk for too long is not good for your eyes, your body, or your mind. However, by its very nature, an...

 

Sunday, December 15, 2019

After the ease of summer living, fall seems to always start up slowly. The mood of the weather changes, the autumn air causes the slow color change in the leaves and cooler nights finally take over and the days get chilly too. Soup...

 

Friday, November 15, 2019

One of the most vivid sights on the traditional Thanksgiving table is the much-misunderstood cranberry sauce. It has a place all its own, sweeter than the other savory dishes around it but not being quite enough to make it to the...

 

Tuesday, October 15, 2019

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...

 

Thursday, August 15, 2019

In your daily life, you know you’ve got the boxes checked off when it comes to looking after your planet. You rinse the juice bottles and break down the Amazon boxes before adding them to the recycling bin you take down to the...

 

Tuesday, June 18, 2019

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...

 

Friday, May 17, 2019

Some people (if you’re lucky, you’re one of them) exist in a natural tidy state. This could mean that their home or office space is always organized and dusted. This could mean that they get that haircut meticulously at...

 

Monday, April 15, 2019

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...

 

Monday, April 1, 2019

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...

 

Friday, March 15, 2019

Are you a working mom or dad? Do you have too much on your plate? Boy, do I know the feeling. I am a divorced mom of two children, taking care of an elderly parent, running my own business, and trying to find time for myself too....

 

Thursday, February 21, 2019

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...