NEW MEMBER PORTAL IS COMING

• Executive benefits • Buy-sell strategies • Key employee retention • Exit strategies and retirement • Business succession • Insurance solutions

“Just like their projects, no two clients are the same,” Brunell said. “To get started, we do what we call a financial needs analysis. We sit down and have a conversation to better understand what the client’s concerns are, then we come back with solutions that address those specific concerns and adjust as needed throughout the process. Similar to how contractors start a project with a blueprint to achieve the goal they desire, this is a financial blueprint for their business.”

A recent report shows only 35% of Americans have a financial planner — and 60% of business owners have never met with one. But these professionals are a great tool to help improve your overall financial picture. They help owners work smarter, not harder, by saving time and money that can be invested back into the company in various ways.

“We provide guidance to create and execute superior solutions for our clients, their families and businesses over a lifetime of changing events,” said Nick Homer, Sr. Vice President. “Too many owners haven’t thought about their own personal planning, and most of their assets are tied up in the business. We help navigate life beyond working in the business and what we can do to create a successful retirement, along with leaving a legacy.”

For help in establishing a legacy plan or other financial strategies as they pertain to your business, schedule a meeting with DFG Advisors.

MEMBER EXPERIENCE | Updates NEW MEMBER PORTAL IS COMING!

In early 2023, we’re excited to roll out our new Customer Relationship Management (CRM) platform! As an association, we’re always looking for ways to provide value to our members, increase communication efforts and boost engagement. This CRM — better known to you as the member portal — is one solution to help us reach our goals.

From our internal management side, this new platform will give us more streamlined access to our member companies and key contacts, with the ability to have real-time updates for any company changes. With this tool, we’ll never miss a beat in our communications with each other. On the user side, you’ll notice a better overall experience. It’ll be easier to pay your dues, register for events, sign up for classes and track education — right in the member portal!

Stay tuned for more details as we continue to fine-tune the new CRM and announce an official launch date.