KSP in the News

December 2015

Holiday-Party

On Friday, December 11, KSP Financial Consultants celebrated the holiday season at The Belmont Country Club. One of the highlights of that evening was KSP’s recognition of Robert Zdanis, our operations manager, for 20 years of service. Jeff Karelis honored Robert with the poem “The True Gentleman” by John Walter Wayland, which he feels exemplifies Robert’s character and work ethic. The poem goes as follows:

The True Gentleman is the man whose conduct proceeds from good will and an acute sense of propriety, and whose self-control is equal to all emergencies; who does not make the poor man conscious of his poverty, the obscure man of his obscurity, or any man of his inferiority of deformity; who is himself humbled if necessity compels him to humble another, who does not flatter wealth, cringe before power, or boast of his own possessions or achievements; who speaks with frankness but always with sincerity and sympathy; whose deed follows his word; who thinks of the rights and feelings of others, rather than his own; and who appears well in any company, a man with whom honor is sacred and virtue safe.   

— John Walter Wayland

Thank you, Robert, for all that you do each and every day!

 

July 22, 2014

KSP Financial Consultants hosted its 15th annual Charity Golf Tournament for financial professionals. The event took place at The Belmont Country Club and raised $3,300.00 to benefit the Commonwealth Cares program. 

The Commonwealth Cares program provides contributions of time, talent, and financial support to a wide range of philanthropic efforts aimed at relieving human suffering, promoting social and economic growth, and sustaining and protecting our planet’s resources. For more information, visit http://www.commcares.org/.

Enjoy the pictures of our KSP advisors and other financial professionals hard at play for a great cause!

Golf 1
Golf 2

 

February 14, 2014

KSP Financial Consultants welcomes the opportunity to share their thoughts and expertise with trade publications and financial news outlets. Recently, Jeff Karelis was approached by Financial Advisor IQ, a Financial Times service, for a piece focused on meeting the needs of a growing elderly population as well as that of their children. 

Click here to read the article in its entirety.

August 6, 2013

Here, Andrew candidly offers insights based on personal experience servicing this niche client, and cites how complex compensation and bonus structures—commonly dependent on performance-based metrics—create a greater challenge as an advisor attempts to forecast and develop a plan for the individual. 

Click here to read the article in its entirety.

About Financial Advisor IQ

Financial Advisor IQ (FA-IQ) is a member of the Financial Times family of news services covering the investment management industry, including sister publications Ignites, FundFire and GatekeeperIQ. Launched in 2013, FA-IQ is “all about the client” and delivers powerful news content artfully shaped to help financial advisors build their practices. FA-IQ content is enhanced by participation from advisors in the FT 400 ranking. This elite group of advisors has proven methods that can be shared and business insight that is valued by their peers. 

Financial Advisor IQ

 

July 29, 2013

KSP Financial Consultants hosted its 14th annual Charity Golf Tournament for financial professionals. The tournament took place at The Renaissance Golf Club and raised $4,270 to benefit Boston Strong. Our broker/dealer, Commonwealth Financial Network®, agreed to match the money raised dollar for dollar through the Commonwealth Cares program. We're pleased to announce that a grand total of $8,540 was raised for the cause!

The Commonwealth Cares program provides contributions of time, talent, and financial support to a wide range of philanthropic efforts aimed at relieving human suffering, promoting social and economic growth, and sustaining and protecting our planet's resources. For more information, visit http://www.commcares.org/.