By Marc C. Shaffer Money and water may seem like entirely separate forces, but once you start paying attention, you'll notice just how many financial terms flow directly from water-based language. This isn't a coincidence. Both money and water are essential resources....
At Searcy Financial Services and Allos Investment Advisors, we believe that understanding people is the foundation of great teamwork, powerful client relationships, and effective collaboration. That’s why we’ve made tools like the Predictive Index (PI) and...
By Marc C. Shaffer In my book One For All: How to Systemize Kindness, Grow Your Network, and Support Others Like It’s Your Job, I focus heavily on helping others, because that’s the heart of what I believe in and what we do at Searcy Financial Services and Allos...
By Marc C. Shaffer Life moves fast, sometimes too fast. Whether it’s following up with a friend, remembering to check in on someone going through a tough time, or just keeping track of personal to-dos, it’s easy to let things fall through the cracks. We all mean well,...
By Gabriel Baldonado Internships can feel overwhelming, especially in finance where there’s so much to learn upfront. As a new intern at an RIA (Registered Investment Advisor), here are a few tips and tricks I’ve learned that can help you get started on your...
By Marc C. Shaffer I still remember the moment I stopped making excuses and finally booked my first international trip to Hong Kong and China. For years, I had every reason not to go: “I don’t have the time.” “It’s not in the budget.” “Maybe next year.” Sound...
By Jessica Kmetty, President & CEO In a world where women are consistently redefining success on their own terms, confidently navigating career changes, asking for raises, and re-entering the workforce after a break are some of the most powerful moves we can make....
By Marc C. Shaffer You’ve probably heard of The Five Love Languages: words of affirmation, acts of service, quality time, physical touch, and receiving gifts. While not everyone’s primary love language is “receiving gifts,” there’s something about a well-timed,...
By Jessica Searcy Kmetty, President & CEO There’s a script many of us were handed early on: Be polite. Be careful. Be grateful. And above all, don’t talk too loudly about money. Especially if you're a woman. This "good girl" programming often shows up in our...
By Marc C. Shaffer There’s a saying I love: “Nobody cares how much you know until they know how much you care.” That one sentence has guided me through thousands of conversations—with clients, new connections, colleagues, and community members. It reminds me that if...