Thank you, Financial Advisor, for quoting me in this article about peer-to-peer lending! Peer-to-peer lending may serve advisors’ clients on two fronts, experts say. Wealthy clients looking for a high-yield alternative to traditional bonds can invest in funds that pool…
People often ask, “Kristi, how do I look fabulous while keeping my financial goals on track?” Okay, that never really happens, but it’s a fun blog topic! Here are some fashion on a budget tips from my friend and professional…
Well, another Election Day is coming up and I am thrilled. Why? Is it because I am SO excited about the two potential candidates that I can’t wait to cast my vote? Not exactly. The benefit of Election Day…
In this article in LifeHealthPro.com, Kristi talks about the benefits of collaborating with the competition: Strategic Alliances have proven so successful for Sullivan that she has made pursuing them a priority. Prominent on the home page of her firm’s…
Overwhelmed by an increasing bombardment of “digital noise,” your clients may be tuning out important information you send them. And you may not even know it. Advisor Kristin C. Sullivan, CFP®, Denver, Colorado, said she’s improved her open rates simply by…
For the inaugural Ask-the-Advisor blog, I answer a question from Jennifer, a mom whose teenager who needs help managing her cash. Q: I have a teenager who I believe is ready to take the step into having a debit card…
The idea of a recession is scary, but planning and rational action can lessen the worry. You can't control the stock market, but you can control your money. This fast, free class gives you 5 actionable tips to get your household finances ready for a recession tomorrow, next month, or next year.
