More than a 40-under-40: The one and only James Slaughter

11/21/2019Firm General

NEXT Advisor James Slaughter to be Awarded for Professional Achievement, Community Contributions SACRAMENTO, CA. – November 19, 2019 – James Slaughter, co-founder and president of rapidly growing Sierra Ridge Wealth Management, will be honored tonight as one of Sacramento’s 40 Under 40 award winners. Each year, the Sacramento Business Journal recognizes 40 people under the … Read More

Four common mistakes people make when hiring a Financial Advisor

07/30/2019Firm General

I recently met with a 26-year-old single woman with zero dependents. She makes $75,000 a year and was sold a $5,000,000 overfunded permanent insurance policy where her annual premiums are $26,000. Without going into all the details, I can confidently say this woman was taken advantage of by an insurance-slinging salesperson who calls themself a … Read More

Is it time to hire a Financial Advisor Assistant?

07/19/2019Firm General

A good financial advisor assistant is worth their weight in gold. That being said, it is not always economically feasible to hire an assistant early on in one’s career. Building a financial advising practice is like building any other business. It takes a lot of hard work and determination to make it. You must be … Read More