Rebecca Adkins, Financial Security Advisor

09/22/2024

Wealth Summit 2024 in Montreal was full of: (1) discussions about the market and investment strategies, (2) idea sharing on client experience and practice management, and (3) some fun networking evenings!

Conferences always leave me feeling so motivated and excited to get back to work and continue doing what I love - working with clients to meet their financial goals✨🫱🏻‍🫲🏼💰

06/26/2024

A few of us from Adkins Financial spent the last 2.5 days at an Elite Advisor Forum in Niagara Falls! We got to network with other advisors to share ideas on how to best serve clients, hear about different strategies for improving our businesses, and learn about solutions for our clients. 💭

Some points that stuck out for me that may also give you food for thought if you also are building your business and serving clients:
- spend time ON your business, not just IN your business! ✨
- who is your ideal client?🫱🏻‍🫲🏼
- are you focusing on client experience or just service? ⚖️
- are you or your confidence limiting your growth?🚀
- what tools, technology, or processes can improve your efficiency and productivity? ⚙️

06/01/2024

Great evening spent at the event yesterday evening 🛍️🫱🏻‍🫲🏼💼

So great to meet a bunch of other female entrepreneurs and catch up with some people I hadn’t seen in awhile 🎉

Thankful for this community 🫶🏻

01/26/2024

Great article to read if you’re saving for a first home!

An FHSA only has a lifespan of 15 years with an $8,000 per year contribution limit, so if you don’t think you’ll be ready to buy a home in that time, you may want to wait to open that account

01/19/2024

No matter where you are on your financial journey, I’ll meet you where you are🫱🏻‍🫲🏼

Let’s talk about building wealth for you💰

09/21/2023

Starting early is a great way to reach your long-term investment goals with the help of compound interest. “I don’t have a lot of “extra” money right now, why should I do this?” ow.ly/z6C1104LcSF

Starting early is a great way to reach your long-term investment goals with the help of compound interest.View accessible version: https://share.vidyard.com/...

09/20/2023

Dealer Days 2023 Conference 👏🏻

Having a great time meeting lots of other advisors from across Canada, learning about upcoming changes in the wealth management industry, and thinking about all the ways I want to continue growing for our clients and our business 👏🏻

06/07/2023

Some thoughts I’ve been thinking while navigating this thing called building a business💭:
🌀Focus on the opportunities that appear more than the ones that fall through.🫴
🌀What can you do to create opportunity instead of waiting for it?⚙️
🌀Take a step back - if it doesn’t change your life, don’t let it change your mood.🧠
🌀What’s your why? If it’s not there, what’s the point?🤷🏼‍♀️
🌀Be grateful & pay it forward. 😇

What’s something that’s really been helping to guide you?💭

04/12/2023

Don’t let inflation derail your retirement savings plan. I can help you adjust your financial plan to keep you on track.

Message me to chat about how I can support you!

04/05/2023

When I mention critical illness insurance as part of a financial security strategy, I often hear clients say, “I didn’t even know that existed!”

Often the second round of surprise is that a type of insurance exists where you can get your money back if you never claim! Saving while insuring at the same time.

My parents had critical illness insurance for me as a kid and I received premiums back at 25 to save towards the down payment on my home (thanks mom & dad😜)! Now I own my own critical illness insurance because if I ever became critically ill, I’d want the option to (1) seek out multiple opinions/treatment options, (2) travel around the world if/when I could, (3) pay for home care if needed, and (4) overall have options to adapt without financial stress.🤷🏼‍♀️

Send me a message if you have questions or want to learn more ✌🏻

Does this raise questions for you about your financial security and plan? I can also support you with designing that!

📲226-208-1477
📧[email protected]