Focus on the here and now
What does it mean to be Human-Centric? For Breanna Reish, it's about focusing on her clients' 'right here, right now.'
The work-life balance: Myth or reality?
Breanna Reish is more than a career woman. When starting down her professional path, she knew she wanted to help people, have a successful career and be an amazing 'soccer mom' for her family. It didn't come easy, but she has found her balance
Serving the underserved
Financial planner Breanna Reish has found a career meeting the needs of educators across the country. She's reached a level of expertise within her niche that a broadly focused adviser could never achieve. Easy? No. Worth it? Absolutely.
Special planner dedicated to families with special needs
Adviser Thomas Canale of Northwestern Mutual works with 500 special-needs families to plan how their loved ones will be cared for over their lifetimes.
What does it mean to be human centric?
Tom Canale says that to be a human-centric adviser, he has to excel at listening, and he must constantly grow and evolve.
Leading others to take action as an advocate for special-needs families
As his mentor and friend, Corey McQuade knows personally why Tom Canale is the ideal adviser to help special-needs families.
From the Olympics to client meetings, financial adviser Lauryn Williams can run it all.
Four time Olympian and the first woman to medal in both summer and winter events, Lauryn Williams is now a burgeoning financial adviser in Texas. Her secret to success? Being able to pivot and adapt.
A huge barrier on the path to creating wealth: student debt.
Many young professionals are burdened with onerous student debt, and Lauryn has become an expert at helping her clients deal with it.
How do young professionals want to meet with their adviser? Lauryn has it figured out.
More than just channeling her inner millennial, Lauryn's firm operates almost exclusively using virtual meetings, and she does so to meet her clients where and when they want.
What does it mean to be human centric?
Robert Shaffer says being a financial adviser is all about listening and being a people person.
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