Part of providing financial planning is understanding our client’s financial personality and using that to adapt how we explain concepts and make decisions together based on their needs.
We found this article interesting that discussed the different financial personality types. Which is yours?
Look who recently made the front page of the Starkville Daily News!
(For more information on this award, click here.)
Lauren Black, CERTIFIED FINANCIAL PLANNER™ at Phillips Financial and financial advisor with Raymond James Financial Services, was recently named to the inaugural Forbes list of “America’s Top Next-Generation Wealth Advisors.” The list, which recognizes advisors from national, regional and independent firms, was released online July 25, 2017.
“It’s a tremendous honor to be recognized as one of the top next-generation wealth advisors,” Black said. “I’m excited to be in the company of such an elite group.”
Phillips Financial would like to recognize Lauren Black, MBA, CFP® on being named President of the Starkville Business Network.
The Starkville Business Network was founded in the summer of 2015. Black is among the founding members, along with Cory Lucius (Shelter Insurance), Kass Green (Tom Smith Land & Homes), Christina Lucas (Tom Smith Land & Homes), Cole Brazil (Bancorp South), and Tyler Anderson (Mississippi Land Bank).