Our Blog
Mar
27
Share:
Planning Advice For Plan Participants
As a financial professional working with employers who want to offer retirement plans, you’re well aware of the benefits of the various plan types to...
Mar
24
Share:
Big Apple Boogie: Running the NYC Half Marathon
If you had told me 2 years ago I would be running in the New York City Half Marathon in March 2023, and that it...
Mar
20
Share:
Is the OSJ Model Right for Your Practice?
Are you a CERTIFIED FINANCIAL PLANNER™ looking for a way to grow your business and maximize operational efficiency? The OSJ (Office of Supervisory Jurisdiction) model...
Mar
13
Share:
What is an OSJ/Large Enterprise?
Are you an independent financial firm looking to understand more about OSJs (Offices of Supervisory Jurisdiction) and what working with a large enterprise could do...
Feb
3
Share:
Welcome to Evolution Financial Advisors’ New Website
Take a tour of our new website! We've updated our look and feel to improve your experience and keep you up-to-date on what matters most...
Aug
15
Share:
5 Steps to Plan a Client Appreciation Event
Now that we’ve entered the second half of the year, it’s time to start planning for the end of it. That doesn’t mean you should...
Jul
19
Share:
4 Tips for Talking to Clients about Turbulent Markets
Being there for your clients means the tough times along with the good. It’s very easy to be popular when you’re presenting information on growth...
Jun
15
Share:
Six Ideas for Keeping Clients Happy
Last month we talked about some ideas to keep you at the forefront of your clients’ minds between annual meetings, making you the one they...
May
16
Share:
Top 8 Ways to Make Clients Think of You First
One of the best compliments a client can pay you is to let you know that as soon as something happened, whether a good or...
Apr
19
Share:
From the Desk of…
Sometimes your desk is a home away from home, your little island during the workday. It makes sense that your desk has those things on...
Mar
15
Share:
Roots and Celebrations: Women’s History Month
As a proudly woman-owned and woman-led firm, EFA has a close relationship with Women’s History Month, and we believe strongly in empowering women in the...
Feb
18
Share:
Holiday Aftermath and Beyond
Once all the holiday decorations are taken down and put away in the office, the spot where the Christmas tree stood in the entryway seems...
