Derek Sensenig, a financial planner whose journey from military training instructor to CFP has given him a unique perspective on the evolving landscape of financial advising. Sensenig’s recent research draws parallels between tele-mental health and tele-financial planning, highlighting the need for adaptation and innovation in the face of changing environments. We explore the benefits of […]

Everyone has, at some point, considered buying or renting a home. The reasons could be starting a family, living in a temporary home until you find your dream house, or becoming their first income-producing asset. However, in the last few months, home-buying demand has skyrocketed, along with the purchase of a home. Choosing to rent […]

Cryptocurrencies are digital coins that investors can use to either invest in the project they believe in or use as a form of payment to exchange goods and services. Although cryptocurrency is here to stay and can provide options to investors, there are many things that investors need to take into consideration. The first issue […]

How to Leverage COIs and Referrals to Growth Your Business Part 1 How to Leverage COIs and Referrals to Growth Your Business Part 2 Jennifer Bacarella’s journey in the financial planning industry is a testament to the power of building strong relationships and leveraging Centers of Influence (COIs). Her approach to building rapport with clients […]

Ty. B. Kopke founded Silver Oak Leaf Financial Services LLC to provide comprehensive financial planning, specializing in small business owners and military personnel. Although he had several job offers from the largest broker-dealers, he wanted to focus on taking care of his clients rather than selling products and generating more assets under management. While attending […]