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LATEST FROM OUR BLOG

Secrets to Scale with Shannon Granahan

On a recent episode of Secrets to Scale, Alli Jordan spoke with Shannon Granahan, Senior Director of Partners at Healthpilot, the company that powers the Envestnet Healthcare Exchange. Healthpilot was created to offer an all-digital solution that simplifies the Medicare enrollment process by saving time and money while helping enhance the client experience.

3 Benefits UMAs Deliver to Improve Your Practice

A unified managed account (UMA) allows you to run multiple strategies within a single custody account at the registration level. These strategies can be comprised of third-party products, advisor-run models, mutual funds, ETFs, individual bonds, stocks, and more. UMAs are powerful tools with benefits for both you and your high-net-worth (HNW) clients.

Creating Better Client Outcomes with the Right Medicare Plan

With healthcare costs spiraling upwards, choosing the right plan is one of the most important financial decisions a retiree can make. According to the Kaiser Family Foundation, the average Medicare beneficiary has access to 33 Medicare Advantage plans, so finding the right coverage at the best price can be confusing and complicated.

Meet the Team: Caroline and Davis

In the final installment of LibertyFi’s Meet the Team series, we talk to Senior Consultant Davis Priester and Consultant Caroline Corso. Q&A style is designed for you to get to know us better so you can understand our background, experiences, and why we love being a part of the LibertyFi family.

Meet the Team: Trey, Adair, Thomas

In part two of our Meet the Team series, we talk to CEO Trey Ruch, Consultant Adair Moody, and Senior Consultant Thomas Reid. Our Q&A style is designed for you to get to know us better so you can understand our background, experiences, and why we love being a part of the LibertyFi family.

Secrets to Scale With Clint Sorenson

The latest Secrets to Scale features Clint Sorenson, Co-Founder and Partner of WealthShield. WealthShield has been a LibertyFi partner for over five years and was created to put investments back into the hands of investment advisors.