As a Customer Success Coordinator, Linda describes her position as working with clients to build delightful websites that serve as marketing machines. Her background is in Public Health, having graduated from the University of California, Irvine, but today she enjoys working closely with her clients to create the Concierge or Exclusive website of their dreams. She is a San Diego native and enjoys exploring new music, traveling, working out, and playing board games! One of her proudest accomplishments has been volunteering at a local hospital performing hearing screenings on newborn babies (cue the “aww”s).
Her parents, the hardest working people she knows
Sam the Shih Tzu/Poodle mix, who loves sleeping on the lawnmower
She lived in Portland for 2 years without a car (and loved walking everywhere!)
While we can't help you with your wardrobe (sorry), we can help you become an amazing marketer. Click below to check out some of our latest resources. And thanks for playing!
Sign up for our marketing e-newsletter to receive marketing tips for financial professionals, including exclusive whitepapers, broadcast invites, and other content.
The best way to experience FMG Suite Campaigns is to receive one the same way that your clients and prospects receive them — in your email inbox. Let us send you one today!
Receive your first month of our Monthly Market Insights campaign for free.
An expert will reach out right away to help you craft your content
Enter your contact info below and an expert will be in touch soon.
An expert will reach out right away to help you create your content
An expert will reach out right away to help you build your suite!
"...while they can’t turn back the clock and address these issues beforehand - such as increasing their spouse’s life insurance or saving more - there are ways to take control and feel more confident in their future.
When working with widows, there are a few first steps I recommend taking:
1. Get Organized
Whether or not you handled all of your family’s finances, some, or none, the first step is to organize your financial documents. Before you can determine how to budget and what steps to take, you have to first understand where you stand financially. If you are having trouble translating your investment account statements, a financial advisor can help you understand what your documents mean. You’ll want to copy and safeguard your important documents and review life insurance policies with a trusted advisor.
2. Budget for a Single Income
More than half of widows have difficulty adjusting to a single income. This may because they haven’t reevaluated their bills and expenses and adjusted..."
"...Once we understand your family’s current circumstances, goals, and unique needs, we develop strategies to help preserve and potentially grow your wealth and take over the time-consuming tasks associated with managing your complex financial affairs. Working with a family office can benefit families in a number of ways, including:
"...More than likely, you have a clear understanding of your relationship with your doctor or your dentist. You pay a fee and, in return, you receive a service, including advice and recommendations based on your individual situation. It would make sense then for your relationship with your financial advisor to be the same; but for many, that’s not the case.
At Financial Guideposts, we’ve noticed a trend: that the general public does not understand the relationship they have with their financial advisor. We want to change that. We believe there are two critical aspects you should understand when working with a financial advisor: how he or she gets paid and what services he or she provides..."