In this poignant first-person account, Shaun Morgan shares a pivotal moment that shaped his perspective on his role in the financial industry. Read the story here: https://lnkd.in/ekG3qdW5: “People in My Position Were Responsible: A Wake-Up Call That Shaped My Career.” Finding himself in an unexpected banking career in the wake of the 2008 financial crisis, Shaun had not given much thought to the weight of his role in a macrosystem that profoundly affects people’s lives. Then one day, what began as a casual conversation with a customer turned his thinking and left an indelible impression on how he would pursue his vocation.??
EverSource Wealth Advisors
金融服务
Birmingham，Alabama 626 位关注者
A Total Support System designed to help advisors focus on what matters most.
关于我们
Founded in 2017, EverSource Wealth Advisors? launched to help financial advisors achieve independence inside a culture that matched their values. With the EverSource Total Support System?, advisors experience more freedom to focus on what they love most without sacrificing capabilities or compensation. EverSource serves advisors, advisory teams, Independent RIA firms and CPA firms. We help reduce the complexity of running a business by providing practice management consulting, middle office support, access to top technology and more. Beyond operational and technical advantages, advisors embrace a community of like-minded peers who are leaders in the industry. We are passionate about allowing advisors to run their practices as they desire. We know the benefits of independence and seek to provide it for our clients and their clients. We help advisors focus on what really matters so they can smile at their future. EverSource Wealth Advisors? | Investment advice offered through EverSource Wealth Advisors, a Registered Investment Advisor. EverSource Wealth Advisors may only conduct business with residents of states in which the company and its advisors are properly registered. Disclosure: Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before making any investment decisions. All opinions reflect the judgment of the author as of the date of the post and are subject to change. We are not responsible for comments made by third parties. Information provided is not an offer to buy or sell or a solicitation.
- 网站
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https://www.eversourcewealthadvisors.com/
EverSource Wealth Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Birmingham，Alabama
- 类型
- 私人持股
- 创立
- 2017
- 领域
- Wealth Management、Wealth Counseling、growth strategies、Technology & CRM、Compliance、Financial Advisor Coaching、Operations Workflows、Integrated Partnership、Middle Office Support、Practice Management、Financial Advisor Marketing和Investment Management
地点
EverSource Wealth Advisors员工
动态
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Thank you, Veterans! In her poem “America the Beautiful,” Katharine Lee Bates recognized “heroes ...?who more than self their country loved.” As we ask God to “shed his grace” on America today, we honor the men and women who have served in our Armed Forces, recognizing their heroic gifts that have secured and preserved our freedom.
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Welcome to the EverSource community, HarvestWise Wealth Planning! Led by Shane Kochon MSFS, CRPC?, CAP?, AIF?, HarvestWise is a new RIA client based in Escondido, California. Through purpose-driven financial planning and investment management, Shane and his team guide clients in wise stewardship for a lasting legacy.
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Today we celebrate the two-year anniversary of Nexus Impact Advisors joining the EverSource platform! Nexus is based in Arlington, Virginia, and is led by Endel Liias, founder and managing principal. We are thankful for the opportunity to support the Nexus vision of serving individuals, foundations, family offices, angel networks, and nonprofits to help them invest their assets in alignment with their values.?
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We are excited to celebrate the one-year anniversary of Bare Wealth Advisors joining the EverSource community! Based in Gap, Pennsylvania, the firm is led by Ron Bare, CFP, and Curtis Burkholder CKA?CAP?.? It's an honor to partner with Bare Wealth as they serve clients with financial guidance anchored in Biblical wisdom and focused on impact.?
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One year ago, we were blessed with the launch of the EverSource Rockwall office, led by W Ben Fox, CKA?. We give thanks for the Rockwall team’s impact in the Dallas metro area, as we also remember and honor the legacy of Ben’s beloved wife, Meredith, who passionately served the Rockwall community throughout her life.
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This week we celebrate the three-year anniversary of EverSource Dallas, led by Micky Reeves, CFP?, CKA?, CLU, RLP?. We are honored to support the vision of the Dallas team in creating space for clients to think clearly about their priorities and align finances with their life goals.?
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This week we celebrate the two-year anniversary of the Arizona-based CenterPoint Strategies team joining the EverSource community. We are thankful for the impactful work of the CenterPoint team, led by Dan Twogood, RICP?, CKA?, as they provide comprehensive wealth management services aligned with clients’ goals and priorities.
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Financial freedom isn’t just about hitting savings targets or building wealth—it’s also about releasing the emotional burdens that hold people back from making sound financial decisions.?? ? One of the most powerful and often unspoken barriers clients face is financial shame.?? ? When financial decisions or outcomes don’t align with personal or societal expectations, feelings of inadequacy, guilt, and fear can quickly follow. And it’s in this emotional space that shame takes root.? ? Open, honest conversations allow advisors to help clients form healthier relationships with their money and discover financial freedom in the fullest sense.? Read the full blog post here: Helping Clients Break Free from Financial Shame: https://lnkd.in/ewDJeWi5
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