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Charitable planning can give you an edge, but commitment is key

Encouraging clients to give away thousands of dollars means saying goodbye to potential assets and, as a result, most advisors don’t make it a priority. Read more

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8 Excuses That Are Keeping You From Financial Success

Keystone Financial Services CEO, Josh Nelson, is quoted in writer Stephanie O’Connell’s article. “People don’t want to fail,” said Nelson. Read more

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Creating a brand in the digital age

Marie Swift, President Impact Communications and Josh Nelson, CEO Keystone Financial Services, are interviewed by Matt Ackermann while at Peak Advisor Excell Fall 2015 on the importance of a strong digital presence. Read more

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3 Reasons Why Robo-Advisors May Not Be for You

While robo-advisors may be a fit for certain investors, they’re not for everyone.

Technology has disrupted many industries – newspapers, online travel, movie rentals, taxis and more. Now it is aiming to dramatically change the financial services industry through the emerging use of robo-advisors. Read more

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Close More Retirement Plan Business –By Year End

In reference to one of the keys to growing retirement plan business, Josh Nelson of Keystone Financial Services in Loveland, CO says, “We cannot be the experts in everything and we don’t need to be. Read more

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Expand Your Digital Presence with 3 Essential Steps

Josh Nelson, CEO of Keystone Financial, went independent in 2010 to better control his professional fate. And when his broker-dealer shortly thereafter green lighted the use of social media – Nelson didn’t hesitate. Read more

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Keystone Financial Services to Provide Monthly Financial Seminars to the Public

Keystone Financial Services announced today that it is investing in the communities of Northern Colorado by offering monthly financial literacy workshops. Read more

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New Apple iPad Pro geared toward meeting advisers’ business needs

Josh Nelson, a financial adviser at Keystone Financial Services in Loveland, CO, was quoted in this piece by journalist Alessandra Malito on how the new Apple iPad Pro might be accepted by the financial services community. Read more

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Generation Angst: Younger Americans Starting to ‘Freak Out’ About Retirement

A changing retirement market has placed limits on younger career professionals their parents didn’t have to face. Read more

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Adviser: Clients Won’t Know You Exist Without a Strong Digital Presence

Josh Nelson, CEO, Keystone Financial Services, and recent winner of 2015 Practice of the Year from Peak Advisor Alliance, is profiled by Liz Skinner in this piece on best practices in social media. Read more