people

Daria M. AliAnne Marie E. AshworthAnn J. BeckwithKara V. BestlerX. Alexandra ChastainCharles B. FlowersCarman M. FranklinLaird W. GreenBethany M. GriffithCorinne S. HannaCheryl R. HollandWilliam R. JeterKarlyn JonesEdward W. Kramer, IIJ. Abigail MasonSusan A. McCantsJonathan J. RobertsonStephen J. Scott
 

X. Alexandra Chastain cfp®

“I want my children to learn that life is bigger than our house, our street, our town. Those teaching moments come in all shapes and sizes.”

It’s natural to put “big things” off (i.e., the trip to Europe) in order to handle daily responsibilities (i.e., soccer practice). In Alex’s book, that doesn’t mean postponing the creation of memories. “I believe in making the most of the here, the now – turning the events that bubble up in our lives into moments my children will always remember.”

Perhaps that is why Alex puts such emphasis on “being present.” “When you go into a client meeting with humility and openness, what you take away is what’s different, what’s real. Then, you can do a great job for that client.”

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“I want my children to learn that life is bigger than our house, our street, our town. Those teaching moments come in all shapes and sizes.”

It’s natural to put “big things” off (i.e., the trip to Europe) in order to handle daily responsibilities (i.e., soccer practice). In Alex’s book, that doesn’t mean postponing the creation of memories. “I believe in making the most of the here, the now – turning the events that bubble up in our lives into moments my children will always remember.”

Perhaps that is why Alex puts such emphasis on “being present.” “When you go into a client meeting with humility and openness, what you take away is what’s different, what’s real. Then, you can do a great job for that client.”

Articles Quoting Us

FAs' Roles in Helping Clients Secure PPP Loans
Financial Advisor IQ

Help clients overcome real estate insanity
Financial Advisor IQ

Getting to know your bank fees
MidlandsBiz

Considering a reverse mortgage?
MidlandsBiz

Getting Down to Business: Abacus Planning Group
Columbia Metropolitan

Alex Recommends


How Great Leaders Inspire Action
TED Talks - Simon Sinek


Flipboard App


How to Say It When You Don't Know What to Say
Robbie Miller Kaplan


Moneysavvypig.com


The Tipping Point: How Little Things Can Make a Big Difference
Malcom Gladwell


mindtools.com

“I want my children to learn that life is bigger than our house, our street, our town. Those teaching moments come in all shapes and sizes.”

It’s natural to put “big things” off (i.e., the trip to Europe) in order to handle daily responsibilities (i.e., soccer practice). In Alex’s book, that doesn’t mean postponing the creation of memories. “I believe in making the most of the here, the now – turning the events that bubble up in our lives into moments my children will always remember.”

Perhaps that is why Alex puts such emphasis on “being present.” “When you go into a client meeting with humility and openness, what you take away is what’s different, what’s real. Then, you can do a great job for that client.”

Articles Quoting Us

FAs' Roles in Helping Clients Secure PPP Loans
Financial Advisor IQ

Help clients overcome real estate insanity
Financial Advisor IQ

Getting to know your bank fees
MidlandsBiz

Considering a reverse mortgage?
MidlandsBiz

Getting Down to Business: Abacus Planning Group
Columbia Metropolitan

Alex Recommends


How Great Leaders Inspire Action
TED Talks - Simon Sinek


Flipboard App


How to Say It When You Don't Know What to Say
Robbie Miller Kaplan


Moneysavvypig.com


The Tipping Point: How Little Things Can Make a Big Difference
Malcom Gladwell


mindtools.com