In The News
Social Security proposals would lift cap for payroll taxes, end 'double taxation' of income
Financial Planning Magazine
When Dan Shaw from Financial Planning Magazine wanted to understand the latest congressional Social Security proposal, he turned to Leibel Sternbach for his insight. In this article, Leibel rips apart the proposal for the blatant theft and politics that it is and reminds financial planners about the importance of Social Security timing. Check it out.
Executive Voice Leibel Sternbach on Entrepreneurship and Achieving Financial Independence & Retiring Early
Disrupt Magazine
Carson from Disrupt magazine did an in-depth interview with Leibel about his Entrepreneurship journey and his involvement in the FIRE movement. Read the full interview.
When Writing Their Bio, Advisors Strive To Strike The Right Balance
Investors Business Daily
When Morey Stenner of Investor Business Daily was looking for advice on how advisors should write their Bio, he turned to advisor marketing expert Leibel Sternach for advice. Leibel shared his 4 step formula for writing a Bio that sells. Hint: each paragraph and sentence has a purpose. Read the full article.
How to Build Your Marketing and Sales Process Around Your Book with Leibel Sternbach
Writing With Jarvis Podcast
In this video, we discuss the process Leibel has used to get free PR for his company and how he built his marketing and sales process around his book, Living With Financial Anxiety, which is a revolutionary new approach for managing financial anxiety, building the life of your dreams, and protecting your happiness; by ensuring that your financial, emotional, and physical needs are always protected. Read the full article.
How to Start Saving and Investing
MoneyGeek.com
When MoneyGeek.com's Geoff Williams wanted to know the best way to start building wealth he turned to our founder Leibel Sternbach for advice. Read the full article.
How Advisors Are Talking About 'Buying the Dip'
ThinkAdvisor
If the market has you down, check out these sages of wisdom from leading advisors, including our own Leibel Sternbach whose quote was featured first on this list. Read More.
The Democratization of the Financial Services Industry
WealthManagement.com
In this great piece by WealthManagement.com, Leibel discusses his views on the future of FinTech. The highlights: "It's about the client experience, integration, AI, and great client outcomes." Read the full article here.
Where financial advisers sit on the $15 minimum wage divide - InvestmentNews
Get the scoop on what a $15/minimum wage really means in this piece with InvestmentNews featuring our own Leibel Sternbach.Read the full story!
15 Ethical Crises In Technology That Have Industry Leaders Concerned
As a member of the Forbes Technology Council, Leibel weighs in on some of the challenges facing today's advisors and retirees. Read the full article for details. Read the full article here.
50 Internet Hacks That Just Don’t Work
Leibel Sternbach is helping educate investors in this issue of Reader's Digest article dedicated to debunking internet myths, check out the article for the full details.Read the full article here.
Certified Financial Planner vs. Financial Planner: What's the Difference?
Wondering what the difference is between a financial advisor and a Certified Financial Planner or Chartered Financial Consultant? When LegalZoom was looking for answers they turned to our founder, Leibel Sternbach, EA, NSSA, ChFC, APMA for answers! check it out!
‘Being objective is incredibly hard’: top financial advisers reveal their New Year’s resolutions to MarketWatch
MarketWatch
Leibel Sternbach comments and advice regarding financial planning were recently featured in MarketWatch's latest article, the article was also picked up by Financial Advisor IQ among others. check it out!
It's time to thank your teachers. Here's what to give them
(Hint: skip the mug)
CNN Business
Our own Leibel Sternbach was featured on CNN Business, check it out!
Cashier's Checks: Everything You Need to Know
Yahoo! Finance / U.S. News
When reporter Marcie Geffner wanted to know about cashier checks, bank checks, and related financial risks she turned to our own Leibel Sternbach for advice. The story was picked up by U.S. News & World Report and Yahoo! Finance. Click to read more
Leibel Sternbach becomes an Accredited Portfolio Management Advisor
Yahoo! Finance
"This designation is just another signifier of the value that Leibel provides...," added Fusion CEO, Ryan Borer...Accredited Portfolio Management Advisors (APMAs) have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Click to read more
