Heather Robertson Fortner

What does wealth management mean to you? Our new guide, “Wealth Management in Birmingham, AL: Strategies for Financial Success,” offers an in-depth look at effective strategies to grow and sustain wealth across generations. Read now! https://lnkd.in/eabvYwUX #WealthManagement #BirminghamAL #BCRWealthStrategies

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Finseca’s EVP of External Affairs and Chief of Staff, Maggie Seidel, highlights that holistic financial planning is the future. It goes beyond budgeting or selecting investments; it considers the whole picture—your goals, values, family, and aspirations—to create a plan that aligns them all. This approach focuses on building a path where your money works for you, providing freedom, security, and ultimately, peace of mind. Read the complete article here: https://lnkd.in/gkVEKuxn

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Our own Charles Rowlan, CFP®, CIMA® was quoted in this article from InvestmentNews exploring the role that commissions now play for #financialadvisors: https://lnkd.in/gM5gEPsp More insights on advisor fee structures and billing trends in the upcoming annual Advyzon Billing & Fee Study!

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As an advisor, you’re in the people business. Developing your skills to have more meaningful conversations around investments is non-negotiable. During our “4 Questions Every Investment Strategy Must Answer” webinar on June 20, Daniel Campbell, CFA and Ben Slater, CFS®,CEPA® explore the techniques you can use to help your clients move from simply observing performance to understanding it.

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Women’s Commercial Financial Forum gets new partners and leadership For more insights and news updates follow us! #WCFF #WomenInFinance #CommercialFinance #Leadership #WomenInBusiness

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In this week’s edition of "Ask an Advisor," the advice column in which real financial professionals answer questions from real people, an advisor wants to know, with all the focus on financial planning recently, how do you position your investment management capabilities to current and prospective clients? Article Link - https://lnkd.in/grNJ8eZt Featuring insights from Ron Lang of Atlas Wealth Management #atlaswealth #ronlang #financialplanning #portfoliomanagement #portfolioallocation #ria #wealthadvisor #

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In this week’s edition of "Ask an Advisor," the advice column in which real financial professionals answer questions from real people, an advisor wants to know, with all the focus on financial planning recently, how do you position your investment management capabilities to current and prospective clients? Article Link - https://lnkd.in/grNJ8eZt Featuring insights from Ron Lang of Atlas Wealth Management #atlaswealth #ronlang #financialplanning #portfoliomanagement #portfolioallocation #ria #wealthadvisor #

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Successful plan practitioners and #PlanSponsors don't rest on their laurels. Staying informed adds value to #RetirementPlans. Here's how - and how to get started on your learning journey. https://lnkd.in/gX6xFbj6 #RetirementReadiness #FinancialAdvisors #NeverStopLearning #TPAs #StayInformed

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Mark Higgins, CFA, CFP®, urges trustees to internalize the principals expressed in five quotes that he cherry-picked from his book, Investing In U.S. Financial History. Applying these principals can help trustees reduce costs, minimize unnecessary portfolio complexity, and reallocate their time to resolving previously neglected financial challenges, he tells #EnterprisingInvestor. https://bit.ly/3yCoPMm

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There are a lot of different designations, licenses, and certifications a #financial professional may have. Here's a summary of what it means to be a Certified Financial Planner. https://lnkd.in/dqdba2F

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Try these powerful questions from MDRT members to help better understand your clients and create more protected financial futures for them at https://bit.ly/4c0G8VS.

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Take action to build a better financial future. Register for this month's webinars on topics that matter to you. Reserve your spot today to attend one or more webinars 👉 http://spr.ly/6049j361H 🎯 Principles to Prioritize Before Retirement Wednesday, 5/08/2024 at 2:00 p.m. ET Retirement may be close, so make sure you’re prepared to make the transition when the time comes. 💲 Social Security and Your Retirement Tuesday, 5/14/2024 at 4:00 p.m. ET Learn more about the basics and benefits of the Social Security program. 🏥️ How Medicare Parts & Prices Fit Into Your Retirement Thursday, 5/16/2024 at 1:00 p.m. ET Learn about the different types of Medicare health insurance and how much each part could cost. ❓ Retirement Questions That May Make a Big Difference Wednesday, 5/22/2024 at 12:00 p.m. ET Discover how to continue saving as you face different priorities in the middle of your career.

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Diverse investment management teams drive innovation and achieve better financial performance. Embracing diversity leads to more robust financial outcomes and helps avoid groupthink. #DiverseInvesting #FinancialInclusion #InvestmentManagement #WhoControlsCapitalMatters

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We’re excited to share that our CEO, Christine Simone, is one of many featured contributors in Rory Henry, CFP®, BFA™’s new book, "Holistic Guide to Wealth Management: The Science Behind Integrating Services with The Human Side of Behavioral Financial Advice" 🎉 Beginning with the rationale for change, moving through practical implementation strategies, and concluding with advanced holistic financial planning topics, this handbook is structured to facilitate and streamline implementation for CPAs and other financial planning professionals 📖 https://lnkd.in/gvQgSFqk

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