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 …
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 …
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 …
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 …
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 …
This week we’re delighted to announce our new team member, Olivia Lieb, who joined our team at the start of the month. Olivia joined our team at MY Wealth Planners, bringing on board her passion, creativity, and warmth for guiding and supporting the people and local businesses in our Longmont community. She obtained her Bachelor’s Degree in Hospitality Management in …
As you might have seen, over the past few weeks, we’ve been in the recruiting process to add a wealth planner assistant to our team. This hybrid role includes reception, office management, and data entry. Essentially, someone who can help run the office and support the team while we focus on client-facing and service work. Two years ago, we hired …
This blog has been guest-written by our Associate Financial Planner, Daniel Stefanski, sharing his experience in a financial planning career thus far and what brought him to Longmont and MY Wealth Planners. Balancing Analytics & Empathy I became interested in personal finance for a multitude of reasons. First, it is such a beautiful blend of both quantitative and qualitative skills. …
It’s no secret that I’m incredibly interested in the development of the financial planning profession. My area of research is compensation, with a focus on financial planners. I’ve presented on career tracks and hiring at multiple national conferences, and I’ve written an Amazon best-seller on financial planner careers. It is, with some Jane Goodall-observing-the-gorillas interest that I’ve started to peruse …
We’re forgoing our usual weekly education and commentary to share some special news. Today marks the first day for our team’s new Associate Wealth Planner, Emily Green! Emily has spent the past year studying to become a wealth planner, and we’re delighted at her accomplishment and to share her promotion. For those who’ve never taken the time to learn more …