Category: General Interest
Sep
7
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Welcome to the Industry, Kids: Tips for Managing an Internship
After you’ve successfully completed the searching and hiring process to bring an intern into your office, you might think that the work is done. However,...
Aug
2
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Mentoring the Best and Brightest: Tips for Hiring an Intern
One of the best things about being a successful financial professional is finding ways that you can give back. This doesn’t only mean to your...
May
30
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Recap of the EFA 2023 Advisor Forum
Now that we’ve had some time to decompress from the amazing time at the EFA 2023 Advisor Forum on May 1-3, looking back over the...
Apr
24
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Hydration Station
Hydration is the name of the game! We all know we should be getting through our 8 glasses of water a day, we all know...
Mar
24
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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...
Aug
15
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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...
Apr
19
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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
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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
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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...
Jan
17
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Practicing Gratitude in the Workplace
We often associate November with thanks (for obvious turkey-related reasons), but January is the start of the year and a great time to begin a...
