"As a fiduciary to our clients, we always act in their best interests. We remain committed to leading our profession in best practices and technology. This combination of good advice and good service resulted in exceptional growth within our firm," said Edwards. Heron Wealth grew from
RECAP OF RECENT LEADERSHIP EVENTS
PRESENTER FOR THE FINANCIAL PLANNING ASSOCIATION (FPA) – Edwards was speaker at the FPA Webinar, "The Challenges of Investing in Election Years" in
eMONEY ADVISORY ROLE – Edwards was selected to serve on the eMoney
FIDELITY GUIDEBOOK AND INSIDE TRACK PRESENTATION – Edwards was held up as an example to his financial planning peers in a Fidelity Guidebook on digital communications and client interaction. He presented his ideas for successful communications at the Fidelity Inside Track events held in
PANELIST FOR FINANCIAL RESEARCH ASSOCIATION (FRA) – Edwards took part in a panel discussion on "Strengthening Your Online Presence" for the
PANELIST FOR INVESTMENT ADVISER ASSOCIATION (IAA) – Edwards took part in a panel discussion on "How to protect your clients and firm from cybersecurity risks" for the
LOCAL BUSINESSS AND NETWORKING GROUPS
Edwards presented the topic, "Plan | Grow | Keep! How our wealth advice can solve your problems" to a business networking group
Several months earlier, Edwards presented the topic, "Can Joy replace Fear in Financial Planning, Investment Management and Estate Planning?" to a business networking group in New York City. The 9-minute video presentation can be viewed on
"Most people only want an advisor a few times in their lives: when they have a transitional life event like a promotion, job change, retirement, marriage, divorce, birth of a child or grandchild," said Edwards. "I meet a hundred contacts in a month who could become my clients, but I concentrate on the five that have that transitional life event. I win four of those five; an 80% success rate is very satisfying."
ABOUT HERON WEALTH AND
Edwards is a graduate of
Heron Wealth was named to Financial Advisor magazine's 2016 Top RIA Rankings*, recognized as one of the top fiduciary advisors in the nation. Financial Advisor magazine's annual RIA ranking is based on the percentage of growth in assets under management (AUM) from the previous year.
Learn more at www.HeronFinancialGroup.com.
Media Contact: Leesy Palmer,
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