Author: Amy Jones

5 Ways Our Firm is Adapting So We Can Still Offer Internships

This piece is not taking aim at anyone. I understand that because of the coronavirus and the related economic upheaval, some businesses are being forced to cut staff or even close their doors. I know how gut-wrenching that is. However, I’m hearing from some students that the internships they Read more…

I Just Need a Minute: What It’s Like to Be a Working Mom During a Pandemic

Staying calm in a crisis is something I have often needed to practice in my career in human resources. The particular crisis has varied. It has been, at times, an employee who was a danger to themselves or others. It’s also been the loss of a corporate client that necessitated layoffs. There have Read more…

All in the Family: 3 Steps for Estate Planning

The definition of “family” is more fluid than ever. It’s common to hear of second or third marriages. It’s more socially acceptable for people to cohabitate with a partner without being legally married. Children may live with or be raised by people other than their biological parents. Brothers and Read more…

Investor's Business Daily: Amy Jones Weighs in on 'Creative Advisor Recruiting Strategies'

Finding good talent can be difficult. Amy Jones, our Chief Talent Officer, weighs in on creative strategies for recruiting advisor talent with Morey Stettner of Investor's Business Daily. Below is an except from the article, click below to read the entire article.  Read more…

Growing Up Gen X: How Our Past Affects Our Planning

Amidst all the attention given to baby boomers and millennials, who vastly outnumber us, it is easy to forget about my generation, Gen X. This group is generally considered to be those of us born between 1965 and 1980: a time of uncertainty in everything from politics to economics; a time when Read more…

Time for a Checkup: Indicators of Financial Wellness in Your Workplace

“An ounce of prevention is worth a pound of cure.” -Benjamin Franklin Read more…

3 Keys to Loving Where You Work

One of the best parts about my job as Chief Talent Officer at Plancorp is introducing new people to our firm and our partners at BrightPlan. Not only do I get to tell them about the cool things we do to help people achieve their financial goals, but I also get to hear their answers to questions Read more…

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