Kol Chu Birke, CFP®, Managing Principal, Technology and Corporate Strategy

Half Full or Half Empty: How Positive Emotions Help You Thrive
Positive emotions, mental health, and resilience can drive success. Here are some practical strategies you can use to help you second that emotion.
Kol Chu Birke, CFP®
05.27.20
The Science of Success: Why Positive Thinking Matters
Learn the science behind positive thinking and how it can lead your firm to greater success.
Kol Chu Birke, CFP®
12.17.19
Building a True Meritocracy: The Importance of Diversity and Inclusion
Learn how building a true meritocracy, where the best employees can thrive, only benefits our businesses, clients, and staff.
Kol Chu Birke, CFP®
10.08.19
How to Help Your Clients Who Are Overspending in Retirement
Behavioral coaching techniques help financial advisors manage clients who are overspending in retirement. Discover three opportunities to motivate change.
Kol Chu Birke, CFP®
07.17.19
Managing Your Clients’ Risk Perception
Talking clients through market swings is never easy. Learn effective strategies for managing your clients’ risk perception and encouraging risk composure.
Kol Chu Birke, CFP®
07.16.19
We value your privacy
This website uses cookies and similar tools, some of which are provided by third parties, to operate and improve our website, enable social media and other features, provide a more tailored experience, and for advertising and marketing. These cookies and tools allow us and third parties to collect user data and communications, IP address and online identifiers, referring URLs and other content and browsing information, and user interactions with this site.
By clicking “Accept All Cookies,” you consent to our use of cookies and similar tools to collect and share information and acknowledge and agree to our Privacy Policy.