As we wrap up Q3 and look to the outset of Q4, it seems as good a time as any to share a few pointers and give a heads up regarding some of the technology and service structure we’ll be going through in Q4 and into 2026. Today, we’re discussing how to achieve the most successful Q4 planning cycle for …
Welcoming Stephanie Young
This week we are ecstatic to welcome Stephanie Young to our team! Stephanie Young is a Wealth Planner Assistant at My Wealth Planners, where she serves as the support system for the Wealth Planner team and the friendly face who welcomes new and existing clients. Originally from Montana, Stephanie earned her Bachelor’s Degree in Business Marketing from Montana State University. …
Service Model Updates
While we normally aim to provide largely educational content, sometimes the occasion arises that we need to do some direct “promotional educational content,” as is the case today. Specifically, we’ll be sharing some background on our services as they exist today, drivers for upcoming changes, and what you can expect to see in 2026. We’ll be back to our regular …
Politely, Please Don’t Compare
It’s not an infrequent question: “Why should we work with you instead of ______________?” Everything in that question is a good question other than the ______________ part. It’s the ______________ part that actually bothers me the most. You see, it makes sense to ask the question of how your financial planner is different, or why when you engage in what …
Good “Corporate” Citizenship
Last year, we were pleased to announce that we’d become Longmont’s first Certified B Corp, and today, the only local B Corp located in Longmont (we do have a neighboring B Corp headquartered out of state). Now, we’re not the only one in Boulder County nor the entire state of Colorado, but the announcement last year was certification as proof …
Introduction to Cecile
This is a guest post by our summer intern, Cecile Stone. Hello! My name is Cecile Stone, and I recently started as the intern here at MY Wealth Planners. I was born in Syracuse, NY, however, I moved to Broomfield, CO in 2009 and have been here ever since. I went to high school locally and am now a rising …
Firm Benchmarking
We’re rather excited to say that we’ve completed our fifth year of peer-to-peer benchmarking for our firm. The good news? The data has a lot of terrific insights. The bad news? We’ve been told by the firm that does the annual benchmarking study that under no uncertain terms, we cannot name the firm that did the study or otherwise use …
Adopting the EOS System
No, it’s not “E-Oh-SS” as one word, but an acronym: Entrepreneurial Operating System; and yes, that means the title is just as redundant as saying “PIN Number.” EOS has been in the “management vogue” for the better part of the past decade, and represents a uniform system of business management, review, and role management. Generally targeted at firms with 10 …
MY Wealth Planners to Become Longmont’s 135th Commission-Only Financial Product Firm
LONGMONT – President of MY Wealth Planners, Daniel Yerger, has announced that MY Wealth Planners will become Longmont’s 135th Commission-Only Financial Product Firm. “We’ve realized that fee-only is a bit too pure and conflict-free for our fiscal needs. There are dozens of mega-firms in our area who are raking in enormous profits selling life insurance, annuities, and front-loaded investment products …
Capacity Crossroads
The term “Capacity Crossroads” was coined by writer Michael Kitces, a well-known thought leader in the field of financial planning. It was designed to evoke the idea of the “two paths ahead” decision as writers such as Robert Frost have given attention to over the years, and addresses a decision a financial planning firm owner must make: To stop taking …