Chloe Menser – SPSFamily

Woman attending virtual conference on laptop

The Annual SPS Family Advisor Summit 2020 Is Almost Here!

By Becky Steffens | Senior Growth Strategist Like pretty much every event in 2020, the SPS Family Advisor Summit will be very different than in

SPECIAL NEEDS PLANNING

By Vivian J Villers, CFP®, AIF®, CWS® WHERE IT ALL BEGAN AND THE BASICS Almost everyone knows someone who has a child with a

Roth Conversion Considerations

By Erica Eros | Qualified Plans Converting a Traditional IRA or employer-sponsored retirement account to a Roth IRA may offer more flexibility at

THINK LIKE A CHILD

Keith Craig | Marketing Consultant I want to momentarily take you back to childhood days Those days where, as a kid, you had a million ideas

3 Tips for Improving Client Engagement with Your Website

By Becky Steffens | Senior Growth Strategist Think back to the last time you searched for a product you were planning to buy or a company whose

SPS Family Supports Special Operations Warrior Foundation

By Becky Steffens | Senior Growth Strategist While the year 2020 has been pretty unpredictable, SPS Family's drive to support veterans-based

3-Time WealthManagement Industry Award Winner for 2020!

By Jennifer Bacarella, Sr Vice President | Firm Development In case you missed it, SPS Family was a THREE-TIME WINNER at the annual

PRACTICE MANAGEMENT…DO YOU NEED IT?

By Keith Craig and Ken White | Practice Management Practice Management - do you need it The answer is you're already doing it You're not just

BEHAVIORAL FINANCE AND HOLISTIC PLANNING

By Cheryl Harwell | Case Planning / Practice Management Comprehensive, or holistic, financial planning describes a multidisciplinary approach a

Sigma Financial Corporation Named Runner-Up in Broker-Dealer of the Year Award!

What the Broker-Dealer of the Year Awards Means to Us By Jennifer Bacarella | Executive, Director of Firm Development Every year, Investment

Silent Auction Held to Benefit the Parkland Scholarship Fund

By Jennifer Bacarella, Executive, Director Firm Development Last week, SPS Family held an in-house silent auction to benefit our fourth year of

Strategies for Clients Who Need Cash During the COVID-19 Pandemic

By Erica Eros | Case Planning - Qualified Plans The COVID-19 pandemic has led to temporary changes to the IRA withdrawal rules The Coronavirus

5 Things I Learned as a Panelist at the InvestmentNews Women Adviser Summit

By Jennifer Bacarella, Executive, Director Firm Development I have been associated with InvestmentNews Women Advisor Summit for a few years now

PANDEMIC DOWNTIME? USE IT TO YOUR ADVANTAGE

By Keith Craig and Ken White | Practice Management We are experiencing unusual times! Times like we have never experienced before, and times we

Behavioral Finance – Reopening the Economy & Consumer Behavior

By Cheryl Harwell | Case Planning & Practice Management Behavioral Finance - Reopening the Economy & Consumer Behavior When COVID-19

BEST PRACTICES for this UNPRECEDENTED TIME

By Keith Craig and Ken White | Case Planning With Excerpts from Financial Independence Group (FIG)'s COVID-19 Response As the coronavirus

The power of “unsubscribing”

By Kristi Delongchamp | Firm Development Unsubscribe! Free yourself Are you like me and get so many emails nowadays that you spend more time

Transitions Can be Tough – Happy Music Helps!

By Michele Bergeron | Firm Development We know how stressful transitioning your book of business to a new broker-dealer can be Throughout the

We Care About Our Representatives…and it’s not just talk.

By Michele Bergeron, Firm Development All Broker-Dealers say they care about their reps, but do they show it At the SPS Family, actions speak

SPS Family Named 4-Time Finalist for 2020 WealthManagement Industry Awards

We are proud to announce that the SPS Family has been named a 4-time finalist in the 2020 WealthManagement Industry Awards (the

Behavioral Finance and Current Events

By Cheryl Harwell | Case Planning Behavioral Finance and Current Events The Coronavirus Pandemic and COVID-19: quarantines, temporary business

We Cultivate Next Generation Financial Advisors

By Jennifer Bacarella | Executive Director of Firm Development We Cultivate Next Generation Financial Advisors As an executive of SPS Family

2020 Pandemic High School Graduations

By Kristi Delongchamp | Firm Development Graduating from high school is a time for celebrating accomplishments, enjoying prom and senior

Behavioral Finance: Implement Behavioral Finance in Your Client Interactions

By Cheryl Harwell | Case Planning Behavioral Finance: Implement Behavioral Finance in Your Client Interactions While financial professionals

What Are We Proud of at SPS Family?

By Jennifer Bacarella | Executive Director of Firm Development One of the questions we get asked most during recruitment is, "How are you

Behavioral Finance: Helping Yourself and Your Clients During These Uncertain Times

By Cheryl Harwell | Case Planning Behavioral Finance: Helping Yourself and Your Clients During These Uncertain Times The Coronavirus, or

Implement Behavioral Finance in Your Client Interactions

By Cheryl Harwell | Case Planning Implement Behavioral Finance in Your Client Interactions While advisors can't completely offset biases that

The “Broker Protocol” FACTs & FAQs

By Matt Vigo The "Broker Protocol" FACTs & FAQs FACTs The "Broker Protocol" (Protocol) is an agreement that was created in August

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BEHAVIORAL FINANCE

By Cheryl Harwell BEHAVIORAL FINANCE Behavioral finance is becoming a much more popular discipline in the field of financial planning and

Jenny’s Blog, Stardate 04.07.2020

Jenny's Blog, Stardate 04072020 by Jenny Bacarella, Executive, Firm Development It's Tuesday! Truthfully, I can't tell what day it is

SPS Family Adding APEG to TechStack

SPS Family Adding APEG to TechStack by Kristi Delongchamp Ann Arbor, MI - [January 24, 2020] - The SPS Family has expanded its robust

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