Blog

  1. Playing Not to Lose

    I have always been competitive, which led to life-long love of sports.  I enjoy watching athletes develop into amazing teams.  Of course, coaches and front office staff have to manage expectations of players and fans, but every athlete has the internal desire to be the best and to win.  That fire inside helps athletes achieve…

  2. Advertising Appreciation

    My sister is doing a marketing seminar later this month and I have been her consultant on the subject.  As a business nerd I am interested in marketing because it is vital to the success of a business.  How would the consumer know a business existed without marketing?  Advertising allows us to learn about new…

  3. Government Shutdown

    When I graduated from college, it was tough finding a job.  It’s hard for everyone, but having a disability put me at a disadvantage.  I wasn’t discriminated against, but I can understand how a company may see me as a risky investment.  I was advised to seek employment in the Government because they were more…

  4. The Greatest Gift

    I wrote on this subject for my Buzz Around Wayne County article, but I wanted to add to it because I am only allowed 250 words with the paper.  You can see the original article on my social media pages.  The Holiday Season brings a great question: Instead of buying every object our children want…

  5. The Millennial vs. The Account Minimum

    “I would work with you, but my finances are a mess and I don’t have enough money to plan with.”  I actually think people in this situation are exactly who need the services of a financial planner.  I believe that at its core, financial planning is about building a future, not just managing assets.  If…

  6. Attention Nonprofits!

    As we begin the fourth quarter of 2018 I am curious.  If you manage a church or other nonprofit, are your donations as high as last year?  With the new tax law there were many changes, but the one effecting nonprofits the most may be the increase in the standard deduction.  If a married couple…

  7. For Immediate Release

    Recently, I became a CFP® Professional. There are templates for press releases on the CFP® Board website, so that new recipients can inform their community of the accomplishment. While I appreciate the template and will quote some of it, I started my practice to be different from the others and that means I have to…

  8. What is Financial Planning?

    I may have done a blog on this subject before, but I’m going to continue coming back to it throughout my career because I think it is extremely important. Financial Services is a tough and very regulated industry because there are so many definitions of a financial advisor. Basically, the term financial advisor suggests the…

  9. Selling to Friends

    One of the many challenges and joys about being an independent financial adviser is that I have to do my own sales training. Sure, FormulaFolios has many training videos and their stuff is extremely helpful, but I need to learn how to sell. As we know through social media, all of our friends have the…

Jonathan Greeson is located west of 117 and south of E. Main St.
Jonathan Greeson is located west of 117 and south of E. Main St.

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Pikeville, NC 27863

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