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Monday, July 19, 2021

As the economy continues to recover from the effects of the pandemic over the past year, you may have noticed the term ‘inflation’ coming up in the news. But don’t let it scare you! The fact is, some inflation is...

Thursday, April 22, 2021

Each Thursday, I’m fortunate to lead a development session for our advisors across Raleigh, Charlotte, and Richmond. Our most recent discussion centered on the best practices of presenting and implementing a quality financial...

Tuesday, March 16, 2021

I’ve been working in the financial industry for nearly 20 years and have always been interested in how people settle on choosing one advisor versus another. Not just how, but why, they do. Over time, I’ve noticed that one...

Thursday, June 18, 2020

45-year industry veteran joins Capitol Financial Solutions as affiliate advisor Earl Chesson brings new sophistication of expertise, strategy and knowledge to firm, along with an extraordinary clientele Raleigh, N.C. – Capitol...

Tuesday, January 7, 2020

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Tuesday, September 24, 2019

My birthday is this week and I’ll be 39 years old. Understandably, most people don’t exactly consider this year one of life’s milestones. However, the number holds a different meaning for yours truly. Life has come a...

Thursday, June 27, 2019

Tuesday, June 11, 2019

Capitol Financial Solutions hosted our Annual Food Truck event at the Rex Open last week. A fun time had by all! Great weather, fabulous food, and networking with our top clients!

Monday, June 25, 2018

Thursday, January 25, 2018

William D. Smith, CFP®, AIF®, RICP®, LUTCF, CLTC, Named an ACCREDITED ESTATE PLANNER® Designee by the National Association of Estate Planners & Councils on January 22, 2018 Cleveland, Ohio -William D. Smith, CFP®,...

Thursday, December 21, 2017

Monday, December 11, 2017

service: (sur-vis) Noun: An act of helpful activity; help; aid. “to do someone a service.” As we approach the Holiday Season and New Year, many of us reflect on how fortunate we are this time of year. At Capitol Financial...

Friday, June 9, 2017

One of the biggest challenges facing the financial services industry today is helping inexperienced advisors get started in the business and leading them to build a sustainable career. Today, we will highlight two young men who have...

Monday, October 3, 2016

Leadership is a funny thing. You don’t typically realize that you’ve lost influence until it is long gone. I’ve been led in multiple ways over the course of my personal and professional life and have noticed that my...

Tuesday, April 12, 2016

The financial services industry has undergone significant change over the past 15 years - regulation, taxes, product offerings, access to information, and legislative shifts, to name a few. Now, more than ever, it is important to brace...