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🤔 Pop Quiz: What’s Delta Airlines’ #1 priority? (It’s probably not what you think…) Here are some popular incorrect guesses: → Profitability→ Customer service→ Pleasing shareholders→ Beating the competition→ Keeping flights on time The #1 priority of Delta is ensuring every plane takes off and lands safely. Yet when you talk about
The word “legacy” can mean different things to different people. There are two primary definitions for the word. The first is this: An amount of money or property left to someone in a will. That’s the definition that most planners gravitate toward. It’s the second definition, though, that seems to
In July 2019, a remarkable event occurred that went largely unnoticed. That particular month was when demographers believe the United States had more members of the Millennial generation than the Baby Boomer generation. While the number of Millennials will stay fairly static over the course of the next 25 years,
A recent study conducted by YCharts found that nearly 3 out of 4 clients either switched—or considered switching—to a new financial advisor in 2023. (The orange group represents clients who didn’t change, or consider changing advisors.) So, why are clients abandoning their financial advisors en masse? It may not be for the
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→ Connecting with the heirs of their most valuable clients
→ Preparing their practice for the Great Wealth Transfer
→ Successfully managing complicated, emotional conversations
→ Developing meaningful relationships with a more passive partner
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meet the CCS speakers
Emily Koochel, PhD Manager of Financial Wellness at eMoney Advisor
Dr. Emily Koochel serves as the Manager of Financial Wellness at eMoney Advisor, where she leads innovative research and education initiatives. With a Ph.D. in Applied Family Science and an masters in Financial Planning, she employs a multidisciplinary approach to explore the intersection of financial technology and financial psychology, aiming to enhance the planning experience for both advisors and clients.
Matt ZeiglerManaging Director at Sunpointe Investments
Matt Zeigler has worked in the financial industry since 2007, and is currently a Managing Director and Private Wealth Advisor with Sunpointe Investments. He’s a contributor to the Epsilon Theory newsletter, and cohost of the Two Quants and a Financial Planner podcast.
Jess Bost, CFPVP of Strategic Partnerships & Client Success at Alpha Architect
Jess has a passion for helping RIAs identify opportunistic areas in which they can deliver value for their investors. She’s driven to create a win-win partnership culture for financial advisors in which they can grow efficient practices to scale and build relationship-focused client service models.
Gretchen FiggeCEO at COREnology
Gretchen is the CEO and one of the founders of COREnology. She is in charge of its sales and operations. Gretchen Figge is most known for her entrepreneurial spirit and brings those skills into COREnology
Andrew Howell Co-founder of COREnology
During the last 21 years, Andrew has practiced exclusively in the area of family wealth preservation and generational wealth transfer. Andrew is a co-founder of COREnology and Managing Partner at the Utah based law firm of York Howell. His passion is in helping successful families, individuals and businesses manage the incredibly complex task of purposeful succession planning so that legacies are preserved, not wasted.
Nate BagleyDirector of Marketing at Corenology
Nate is the host of the Client Connection Summit. He has a passion for helping people have meaningful conversations—especially related to their COREvalues.