Posts by MeritMarketing
3 Ways to Grow Strong Relationships with Both Spouses When Working with a Couple
Written By: Kelly Straub, Regional Director As financial advisors, we are entrusted with the financial futures of individuals and married couples. When working with couples, additional variables affect the decisions that will influence the portfolio’s direction, as well as the longevity of your relationship with both partners. Eighty percent of women will change advisors after…
Read MoreThree Ways Women Can Set Themselves Up For Financial Success
Written By: Lori Price, CFP®, Wealth Manager & Partner Women are increasingly responsible for household finances representing a significant shift from previous generations. These changing trends shouldn’t come as a surprise given that women have a longer life expectancy than their male counterparts and the average age of widowhood is 58. In fact, an estimated…
Read MoreEssential Financial Literacy Topics to Discuss With Your Children
Are you curious to know the best ways to discuss with your children or grandchildren about finances? In this video, you will hear Emily Boothroyd, Wealth Manager and Partner, discuss the four essential topics to bring up when it comes to teaching the youth about finances.
Read MoreHow Smaller RIAs Can Navigate an Increasingly Competitive Landscape by Aligning with a National Firm
Written By: Rick Kent | Founder & CEO Mergers and acquisitions activity in the registered investment adviser (RIA) space continues to reach record levels. Echelon Partners, which tracks deal-making activity in the financial services space, reported 2020 closed with the highest number of deals ever, and the momentum has continued into the first quarter of…
Read MoreTips for Widows When Selecting a Financial Advisor
Ask yourself, “Do I want someone to recommend and manage my investments or someone to sell me insurance to protect my family? –or– Do I want help with money management plus someone to give me advice on protecting me and my loved ones against death or disability, minimizing my taxes, help with my budgeting and…
Read MoreOur Steve Young Event
We had a great time speaking with Steve Young, the three-time Super Bowl-winning quarterback of the San Francisco 49ers on Monday, April 26th. Thank you to all who were able to attend this incredible virtual event. He shared with us the importance of being a team player, on and off the field. If you missed…
Read MoreThe Future of Financial Services: How Consolidation is Driving Change Across the Industry
Video By: Rick Kent | Founder & CEO Over the past few years there has been a growing interest of Financial Advisors wanting to work together and creating efficiencies to join forces. Want to join forces with Merit to be as successful as you can be? Schedule a confidential meeting get the conversation started today!
Read More5 Money Moves for Near Retirees
All retirees have one goal: to make sure you have enough money to get through the rest of your life not working. In this short video, hear one of our Wealth Managers, David Elder, discuss the 5 things you can do to prepare for retirement and help answer questions you may have. It is never…
Read MoreHow to Continue Growing Your Practice in the Digital Age
Written By: Kay Lynn Mayhue | President As the coronavirus pandemic took hold last year, many businesses quickly shifted their operations from a centralized office space to a dispersed workforce. Advisors were forced to quickly adapt their approach, adjusting their workflow to an entirely digital setup. Now, a year after the start of the pandemic,…
Read MoreTips for Widows: How to Sort Through the Chaos After the Death of a Spouse
Financial Advice for Widows: 6 Tips The loss of a spouse can be crippling—emotionally, physically, spiritually, socially, and equally important, financially. A recent survey found that 78% of widows said that losing their spouse was the single hardest thing that they have been through and the top financial challenges included adjusting to a loss in…
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