Saturday, December 16

Monthly Archives: May, 2014

By Jamie Bosse, CFP® RFC® Close your eyes and picture this: A financial planning or investment management firm in 1982. What do you see? Big, thick mahogany desks, classic artwork in gold-plated frames, gigantic file rooms full of tons (literally, tons) of paper, and perhaps some classy statues resting on doilies on every end table. News Flash – if your office still looks like this, you may not be prepared to embrace the next generation of clients. The people who were born in 1982 are now in their 30’s, educated, and potentially on the fast track to becoming what you…

Professionals who love what they do for a living feel fortunate and look for a way to pay it forward – especially to the kids today. For that reason, RFC Ed Skelly of Sterling Financial Partners in Ashburn, Virginia decided to travel to Las Vegas and judge the Finals of the IARFC National Plan Competition held on May 1. As a Diamond Sponsor, Ed is encouraged by what the kids are learning in school.  “Today the presentations by the three teams were absolutely phenomenal,” commented Skelly.  “I think the nine students who presented did a wonderful job. The Final Results:…