Posts Tagged: Brand

A New (and Better) Way of Understanding Your Financial Life

My wife and I have always detested the monthly statements we’d get from our brokerage firm and custodian. The information felt unnecessarily complicated, far too detailed and really not relevant to any aspect of our lives beyond whatever investment we had with that particular group. I’d look at the first page, ignore all the other…

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What’s In A Name?

What’s in a name? Finding the blue water Like most mature industries, financial services is replete with copycat market-share-focused firms — all the fish fighting for their own pool of safety in the blood red waters cluttered with all types of fish. Matt Brinker, our head of partner development, and I were having a talk…

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FinLife Partners is a dba of United Capital Financial Advisers, LLC.

All names, logos, and slogans identifying United Capital and United Capital’s products and services (including, without limitation, Honest Conversations®, Money Mind®, FinLife®, FlexScore®, Financial Control Scorecard®, FCS®, One Best Financial Life®, United Capital Private Wealth Counseling®, Ideal Life Index™, and FinLife Partners Powered by United Capital™, United Capital Financial Life Management™, Financial Years of Freedom™) are trademarks and service marks or registered trademarks and service marks of United Capital or its affiliates in the United States and/or other countries.