Senior market analyst
FSG at IFG 2019 Retreat Firm Updates Recipe of the Month Kim's Reads
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This Month
March Newsletter
FSG at IFG 2019 Retreat
"millennial” practices at FSG. Chris, was a first time attendee this year and and found the retreat to be extremely helpful in a number of ways. Having the chance to pick the brains of experienced advisors from all different parts of the country was incredibly beneficial. It provided the chance for them to share ideas as to what works and what doesn’t at their respective firms. “The breakout sessions provided us actionable steps to improve our skills in this field. We also had the opportunity to hear from industry leaders in the asset management space, learn about new financial products and how they can help our advisors to strategize better practices with all of FSG’s clients”. Chris’s favorite speaker from the event was by far the Chief Economist at First Trust, Brian Wesbury.
Every year our consortium group of independent financial advisors, Integrated Financial Group meets in Atlanta for a retreat to network with peer advisors and bounce ideas off of one another, and more specifically share ideas for improvement between firms. This year was more special because both of our soon-to- be associate advisors were able to take the lead and attend on behalf of team FSG. The annual retreat for 2019 “focused on empowering meaningful conversations through life-centered planning with the theme ‘Their Life, Our Passion’. The Retreat’s goal is to provide a top-tier, peer-driven, immersive learning experience for every attendee. Meet the Expert breakouts were set up with experienced advisors to facilitate round table discussions on topics of interest ranging from practice management to maintaining a successful work-life balance”. It’s been particularly helpful for our firm to hear both Nick, Financial Planning Coordinator and Chris, Business Development Coordinator takeaways from the experience, as they lead our firm’s Young Professional’s Program and are responsible for inducting more fitting
He provided a very detailed and data-oriented presentation on the position of the US economy. His theme was to avoid the rhetoric information that we typically hear on financial news outlets. In Brian’s professional opinion, we should focus on the positive data around the economy that supports projections of a slow, but upward growth trend in our economy in 2019 & 2020. “I found it refreshing to hear positive light shed on our current economic situation”. Nick’s takeaways were a bit different as a fifth-year attendee to the retreat. “Every year I attend IFG’s retreat, I leave energized with dozens of new ideas on how our advisors can better service our clients. I can always count on IFG to be able to obtain brilliant speakers who are well known throughout the financial industry'. He thinks that the difficult part comes after the workshops and speakers, when we are back in the office He thinks that the difficult part comes after the workshops and speakers, when we are back in the office and trying to incorporate what we learned into FSG’s own daily operations. Having to decide as a team what to implement into our firm. With so many takeaways we try to focus on one or two that would benefit our clients the most. Being a young advisor in the industry, the benefit of being surrounded by dozens of seasoned financial planners is invaluable. Besides focusing on the event agenda itself, the most beneficial part is the discussion among peer advisors. Although every advisor represents different firms, the retreat creates a comradery among
and trying to incorporate what we learned into FSG’s own daily operations. Having to decide as a team what to implement into our firm. With so many takeaways we try to focus on one or two that would benefit our clients the most. Starting out in the industry, the benefit of being surrounded by dozens of seasoned financial planners is invaluable. Besides focusing on the event agenda itself, the most beneficial part is the discussion among experienced advisors. Although every advisor represents different firms, the retreat creates a comradery among the attendees. The ability to ask questions and receive thoughtful feedback is something every associate staring out covets. Here at FSG, we enjoy the ability to keep you all updated on internal events. We pride ourselves on offering a 360-degree view on how we keep ourselves accountable and up to speed on the ever-changing financial landscape. We strive to always be able to provide you with the most strategic and sophisticated financial planning services.
Firm Updates
We are so excited about the progress we've made recently on our new office space that we wanted to share some photos! Our team is expecting to be moved in by late April.
Recipe of the Month
Instructions: Place cashews in blender or food processor, cover with water and process until smooth and there are no chunks. Heat a large pot over medium heat, add olive oil. Once hot, add chopped onions and saute for 4-5 minutes, add sliced garlic and saute until fragrant Stir in crushed tomatoes and tomato paste, open can of whole peeled tomatoes and chop into chunks. Remove stems of tomatoes and add to pot. Add vodka to the pot and let the sauce simmer for about 15 minutes, allowing the sauce to thicken and the alcohol to cook off. Add crushed red pepper, herbes de provence and salt and pepper, continue to let simmer. Add blended cashews and butter to the sauce, continue to let simmer. If the sauce is too thick, water can be added to thin it. Pour sauce over cooked pasta and garnish with fresh basil before serving.
"Healthier" Vodka Sauce Ingredients: 1 cup raw cashews, soaked for 4-6 hours and drained 2 tablespoons of olive oil 1 pinch of herbs de provence 1 pinch of crushed red pepper Salt and Pepper for tasting 3/4 cup high quality vodka 1/2 of a large white onion, chopped 4 garlic cloves, peeled and thinly sliced 2 tablespoons of vegan butter 1 28 oz can of no salt added crushed tomatoes, San Marzano if available 1 28 oz can of whole peeled tomatoes, San Marzano if available 1 6oz can of tomato paste Fresh Basil
Kim's March Read
A Land Remembered by Patrick D. Smith "The story of three generations of the MacIveys, a Florida family who battle the hardships of the frontier to rise from a dirt-poor Cracker life to the wealth and standing of real estate tycoons. The story opens in 1858, when Tobias MacIvey arrives in the Florida wilderness to start a new life with his wife and infant son, and ends two generations later in 1968 with Solomon MacIvey, who realizes that the land has been exploited far beyond human need. The sweeping story that emerges is a rich, rugged Florida history featuring a memorable cast of crusty, indomitable Crackers battling wild animals, rustlers, Confederate deserters, mosquitoes, starvation, hurricanes, and freezes to carve a kingdom out of the swamp".