Knox Financial hosts Look Forward! to 2019 Team Conference
December 14th - 15th, 2018 | La Crosse: Knox Financial welcomed our team and guests to our Look Forward! to 2019 education and planning conference.
Jason Knox presented a summary of our prior year, the state of Knox Financial, and the steps we will implement in 2019 to elevate our clients' experience.
Dr. David Gehling presented a "A Check-Up From The Neck Up", where we learned how "being" instead of "doing" may lead to better personal and professional outcomes.
Gary Bond provided a summary of the many tax law changes.
The annual conference is an opportunity to share best practices, receive training and implement processes to improve services for our clients. Thank you to our staff and guests for taking the time to attend. We Look Forward! to 2019!
Knox Financial Hosts Holiday Open House
December 6th, 2018 | Decorah: Knox Financial welcomed clients and guests to our Look Forward to 2019! holiday open house. Thank you to all that attended.
Thank you to Tim Leonard, Sr. Advisor Consultant from Lincoln Investment, for assisting with our open house.
All of us at Knox Financial wish everyone a happy holiday season and a wonderful new year!
Knox Team Members Attend Lincoln Investment Administrator Conference
November 12th - 13th, 2018 | Philadelphia: Amber Knox & Steffani Otto recently attended the 2018 Lincoln Investment Administrators Conference held in Philadelphia, PA. This annual event provides administrative professionals with operational training, industry updates, keynote speakers, breakout sessions, and an opportunity for the attendees to network with their peers.
Amber Knox commented, “Lincoln's best asset is their people. They are always willing to go the extra mile assisting our local office team in delivering solutions for our client's individual needs. They are great partners, and I look forward to the years to come.”
Steffani Otto added, "Doing business with Lincoln is fast, easy, and most important, accurate. This allows Jason and our team to spend more time focusing on our clients’ needs.”
Jason Knox attends Lincoln Investment Wealth Management Forum
October 16th - 19th, 2018 | Philadelphia: Jason Knox recently attended the 2018 Lincoln Investment Wealth Management Forum held in Philadelphia, PA. This annual event provides representatives with industry updates, inspirational keynote speakers, breakout sessions, and an opportunity for the attendees to network with their peers. Jason Knox was recognized by Lincoln Investment as a consistent qualifying member of Lincoln’s top advisor recognition clubs.
This is Jason's 9th year attending Lincoln Investment's Wealth Management Forum. Jason Knox commented: “The core of our business-helping clients define their goals, and implementing Solutions to help them achieve financial success has not changed since I started in the business over 20 years ago-the ways we analyze and present information, the services we provide and products we use continually evolve. Lincoln Investment and Capital Analysts are great partners providing resources, technology, expertise and compliance while our team assists our clients in pursuit of their financial goals. I truly appreciate the Lincoln Investment Companies commitment to provide resources while allowing our firm to remain independent and focused on our clients’ needs.”
Lincoln Investment is celebrating their 50th anniversary. Lincoln is a leading broker/dealer with over 1,100 financial advisors nationwide and serves the financial needs of over 364,000 clients representing $36 billion in assets.
New Knox Financial Minutes to Air
Knox Financial Announces Second Opinion Services
September 5th, 2018 | A second opinion of your financial situation may provide you a new perspective, useful information, or reassurance. We are pleased to announce our second opinion service. Using the initial steps of our Look Forward! planning process, our team analyzes your current plan and portfolio. Regardless of the outcome, you will receive a professional analysis of your current situation. Contact Us for an initial discussion to see if you are eligible for our complimentary Second Opinion Service.
2018 Corn Festival Benefits Local Organizations
August 10th, 2018 | Knox Financial and GW Bond & Company were cosponsors for the 2018 Wadena Corn Fest. Attendees enjoyed complimentary sweet corn and brats. All donations received benefit the Wadena-Illyria Fire Department and the Wadena Public Library. We Look Forward! to the 2019 Corn Fest, scheduled for August 9th, 2019.
Knox Financial Provides New Account Information Service
July 23rd, 2018 | At a time when instant information is available on almost any device, 24/7, we are pleased to provide the same access to your investment portfolio.
Albridge Wealth Reporting offers additional ways to view, report and analyze your portfolio, including overall asset allocation, rate of return calculations, and transaction details.
Ablridge's proprietary technology consolidates and reconciles Client account and transaction data from hundreds of data sources representing banking, brokerage, insurance, retirement, managed accounts and more. Albridge Wealth Reporting allows you to see your entire portfolio, with much detail, at your convenience.
We are also pleased to make available automated reports of your accounts on a monthly or quarterly basis. Each month or quarter, you may receive custom account reports via email. Contact Us to get started.
Knox Financial Welcomes Robert Cogan for Education
July 9th, 10th & 11th, 2018 | Knox Financial welcomed Robert Cogan from Strategyb4tactics for Team education. Mr. Cogan worked with our Team to utilize state of the art technology and processes that will enhance the services available to our clients. We Look Forward! to implementing more innovative ways to communicate with and serve our Clients' needs.
Mr. Cogan holds CLU and ChFC designations and started his career as a financial advisor, becoming an associate branch manager before advancing to Vice President of Marketing, then CEO and Vice Chairman of Capital Analysts Incorporated, an independent broker/dealer and Registered Investment Advisory firm. He served as chairman of the B/D division of the IAFP (the predecessor of the Financial Planning Association) and is a founding board member of the Financial Services Institute. He also served two terms on the NASD (predecessor of FINRA) insurance and independent distribution committee. Mr. Cogan has more than four decades of experience in the financial services world.
Knox Financial Celebrates Anniversary of Decorah Location
July 1st, 2018 | Knox Financial wishes to thank our Clients for visiting our Decorah office during the prior year. We look forward to continuing to serve our Clients in this location in the future. If you have not yet visited our Decorah office, please stop by.
Sylvia Mork Joins Financial Representative Team
June 11th, 2018 | Sylvia Mork joins our firm as a Financial Representative. Sylvia seeks to help people achieve their best lives, both personally and financially. Sylvia embraces the firm's goal of providing comprehensive financial solutions for each client.
Steffani Otto Joins Client Service Team
June 11th, 2018 | Steffani Otto joins our firm as Client Service Associate. Steffani assists clients and advisors with transactions, form management, plan preparation and other operations processes
Knox Financial Implements Investment Risk Alignment Tool
May 22nd, 2018 | Riskalyze further equips our Advisors to help Clients determine the most suitable amount of risk for their investments.
Riskalyze uses a mathematically driven process, replacing subjective terms like “moderately conservative” or “moderately aggressive” used by the financial advice industry with the Risk Number©.
Riskalyze is an enhancement to our existing mathematically driven Look Forward! planning process. Riskalyze assists our Advisors to better pinpoint our Client’s exact comfort zone for downside risk and potential upside gain, and more accurately align their investment portfolio to their desired risk level. If you are concerned about risk in your portfolio, contact us for your risk analysis.
Jason Knox Earns CRC® Certification
May 8th, 2018 | Jason Knox, AIF®, has earned the Certified Retirement Counselor® certification. Jason earned this Certification by meeting specific education and experience requirements, committing to a Code of Ethics and annual education requirements. The CRC® program helps ensure the Advisor is properly equipped to assist the tremendous retirement challenge facing all Americans.