Founders Financial

Founders Financial The only interdependent RIA/Broker-Dealer

๐—ฆ๐—ฒ๐—ฟ๐˜ƒ๐—ฎ๐—ป๐˜ ๐—น๐—ฒ๐—ฎ๐—ฑ๐—ฒ๐—ฟ๐˜€๐—ต๐—ถ๐—ฝ ๐—ต๐—ฎ๐—ฝ๐—ฝ๐—ฒ๐—ป๐˜€ ๐—น๐—ผ๐—ป๐—ด ๐—ฏ๐—ฒ๐—ณ๐—ผ๐—ฟ๐—ฒ ๐˜๐—ต๐—ฒ ๐—ณ๐—ถ๐—ฟ๐˜€๐˜ ๐—ฐ๐—น๐—ถ๐—ฒ๐—ป๐˜ ๐—บ๐—ฒ๐—ฒ๐˜๐—ถ๐—ป๐—ด.Preparation is where wisdom becomes strategyโ€”and strateg...
05/06/2026

๐—ฆ๐—ฒ๐—ฟ๐˜ƒ๐—ฎ๐—ป๐˜ ๐—น๐—ฒ๐—ฎ๐—ฑ๐—ฒ๐—ฟ๐˜€๐—ต๐—ถ๐—ฝ ๐—ต๐—ฎ๐—ฝ๐—ฝ๐—ฒ๐—ป๐˜€ ๐—น๐—ผ๐—ป๐—ด ๐—ฏ๐—ฒ๐—ณ๐—ผ๐—ฟ๐—ฒ ๐˜๐—ต๐—ฒ ๐—ณ๐—ถ๐—ฟ๐˜€๐˜ ๐—ฐ๐—น๐—ถ๐—ฒ๐—ป๐˜ ๐—บ๐—ฒ๐—ฒ๐˜๐—ถ๐—ป๐—ด.
Preparation is where wisdom becomes strategyโ€”and strategy becomes impact.

While others are reacting to the noise around them, the masters of preparation are getting quiet.

๐—ง๐—ต๐—ฒ ๐—ฃ๐—ฎ๐—ฟ๐—ฎ๐—ฑ๐—ผ๐˜… ๐—ผ๐—ณ ๐—ฃ๐—ฟ๐—ฒ๐—ฝ๐—ฎ๐—ฟ๐—ฎ๐˜๐—ถ๐—ผ๐—ป: When you slow down to clarify what is most important, you actually speed up everything that follows:

โ€ข ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—–๐—น๐—ฎ๐—ฟ๐—ถ๐˜๐˜†: No more second-guessing.

โ€ข ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—ง๐—ฒ๐—ฎ๐—บโ€™๐˜€ ๐—”๐—น๐—ถ๐—ด๐—ป๐—บ๐—ฒ๐—ป๐˜: Everyone knows the play.

โ€ข ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—–๐—น๐—ถ๐—ฒ๐—ป๐˜๐˜€โ€™ ๐—–๐—ผ๐—ป๐—ณ๐—ถ๐—ฑ๐—ฒ๐—ป๐—ฐ๐—ฒ: They feel your conviction.

๐—ฃ๐—ฟ๐—ฒ๐—ฝ๐—ฎ๐—ฟ๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐—ถ๐˜€ ๐—น๐—ผ๐˜ƒ๐—ฒ-๐—ถ๐—ป-๐—ฎ๐—ฐ๐˜๐—ถ๐—ผ๐—ป ๐—ณ๐—ผ๐—ฟ ๐˜๐—ต๐—ฒ ๐—ฝ๐—ฒ๐—ผ๐—ฝ๐—น๐—ฒ ๐˜†๐—ผ๐˜‚ ๐˜€๐—ฒ๐—ฟ๐˜ƒ๐—ฒ. ๐—œ๐˜โ€™๐˜€ ๐—ฎ ๐˜€๐—ถ๐—น๐—ฒ๐—ป๐˜ ๐—บ๐—ฒ๐˜€๐˜€๐—ฎ๐—ด๐—ฒ ๐˜๐—ต๐—ฎ๐˜ ๐˜€๐—ฎ๐˜†๐˜€: โ€œ๐™”๐™ค๐™ช ๐™–๐™ง๐™š ๐™ฌ๐™ค๐™ง๐™ฉ๐™ ๐™ข๐™ฎ ๐™—๐™š๐™จ๐™ฉ ๐™ฌ๐™ค๐™ง๐™ .โ€

Curious how Founders helps advisors become masters of preparation? Follow us and explore our philosophy of servant leadership.

It can be scary thinking about the future. But we help clients plan for it every day. So why don't advisors plan for the...
01/14/2025

It can be scary thinking about the future. But we help clients plan for it every day. So why don't advisors plan for their own future with a succession plan?

Succession planning doesn't have to be a frightening ๐Ÿ˜ฑ endeavor! But it's important to start thinking about how to protect your legacy and the relationships you serve once you've passed the torch to the next generation.

Read the latest Founders Insight, 'Are You Leaving Your Practice, Relationships, and Legacy in Good Hands?' by clicking below โฌ‡๏ธ

https://loom.ly/lXMDcaI

Did you ever fall in love โค๏ธ with your business? It is an important question to answer in this rapidly changing industry...
10/29/2024

Did you ever fall in love โค๏ธ with your business? It is an important question to answer in this rapidly changing industry where competitive forces drive innovation faster than most can keep up with it.

Our newest Founders Insight discusses the concept of falling in love with your business and what that can mean for you, your enterprise, and the relationships you serve.

Check it out โžก๏ธ https://loom.ly/0uVhl88

10/24/2024

"I'm not a different person at work; I'm not a different person at home; I'm not a different person as a friend. I am the same individual all the way through." - Brad Kellen

Like Brad, discover the value of falling in love โค๏ธ with your business! Watch the video below and check out our latest whitepaper here โ–ถ๏ธ https://loom.ly/0uVhl88

Time is a gift, so use it on the things that bring you the most joy and empower you to deepen the relationships you shar...
06/18/2024

Time is a gift, so use it on the things that bring you the most joy and empower you to deepen the relationships you share with others! We examine the importance of time and discuss how outsourcing investment management can give you more time to spend on what really matters.

๐Ÿ”Ž Read our Founders Insight: https://bit.ly/3Xq6s7I

When was the last time you brushed up on your interpersonal skills? If itโ€™s time for a tune-up, revisit these five commo...
06/05/2024

When was the last time you brushed up on your interpersonal skills? If itโ€™s time for a tune-up, revisit these five common themes to brush up on your soft-skills and strengthen your relationships. https://bit.ly/3u0T3qB

You're constantly advancing your knowledge as a financial advisor. But when was the last time you brushed up on your int...
06/03/2024

You're constantly advancing your knowledge as a financial advisor. But when was the last time you brushed up on your interpersonal skills to best serve and lead those in your care? Read our refresher blog with five key themes to brush up and master your soft-skills. https://bit.ly/3u0T3qB

Technical knowledge is only part of the leadership equation in our people-first profession. Check out a recent Founders ...
05/29/2024

Technical knowledge is only part of the leadership equation in our people-first profession. Check out a recent Founders Insight to brush up and master your soft-skills! https://bit.ly/3u0T3qB

05/15/2024

The power of working together, supporting each other, and relying on one another can be truly transformative and more accurately reflects the ideal relationship between the advisor and the partner they choose to work with.

When we recognize our interconnectedness and work together towards a common goal, we can achieve great things. Whether it's in our personal relationships, our advisory enterprise, or our communities, interdependence can help us pursue our goals and dreams with the strength of those committed and willing to face challenges with you.

Instead of ignoring the true nature of the relationships we share between advisors, broker-dealers, and other partnerships, letโ€™s celebrate it and bring more care and attention to the relationships between us.

Member Partners discuss their interdependent relationship with Founders in the video ๐ŸŽฅ below. You can learn more about our uncommon enterprise and how the spirit of interdependence drives Founders Financial by visiting: https://bit.ly/4a5bh9r

Weโ€™re getting excited for an incredible week with our Founders family at our 2024 National Leadership Conference. Only o...
04/27/2024

Weโ€™re getting excited for an incredible week with our Founders family at our 2024 National Leadership Conference. Only one more day โ€” we canโ€™t wait to see everyone!!

Address

1026 Cromwell Bridge Road, Suite 100
Towson, MD
21286

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