Blog
Building Equity in Your Financial Planning Practice
For many financial advisors, the ultimate goal isn’t only building a book of business. You want to create something that lasts. Equity in your practice
February 4, 2026
Category: Blog
Blog
How Fee-Based Financial Planning Empowers Advisors and Clients
Financial planning has evolved far beyond product sales. Today, clients expect holistic advice, transparency, and a relationship built on trust. Advisors, in turn, want stability,
January 7, 2026
Blog
Celebrating Excellence: The Pelora Group’s 2024 Annual Awards Recognition
At The Pelora Group, we believe in recognizing and celebrating the dedication, expertise, and leadership of our advisors. The 2024 Annual Awards Celebration was an
February 20, 2025
Blog
Audrey Averill Promoted to President and COO of The Pelora Group
CHARLOTTE, N.C. – April 25, 2024 – The Pelora Group has promoted Audrey Averill to president and chief operating officer. Timothy C. Flanagan, Jr., CLU,
April 25, 2024
Blog
The Power of Marketing to Expand Your Practice
Let’s get real for a moment. You became a financial planner because your passion, focus and expertise are in, well, financial planning, of course. Your
March 26, 2024
Blog
Volunteer Spotlight – Jarrett Engel
“Service to others is the rent you pay for your room here on earth.” ~Muhammad Ali April is National Volunteer Month and a time to
April 6, 2023
Blog
Celebrating Our Successes as The Pelora Group in 2022
Many of our financial professionals and team members went above and beyond in 2022 in serving their clients and living out our core values. We
March 1, 2023
Blog
Making a Difference, One Can at a Time
“We make a living by what we get. We make a life by what we give.” ~Winston Churchill We take great pride in
January 27, 2023
Blog
Giving Back, One Stride at a Time
Adhering to the motto from our firm’s previous leader, Ivan Hinrichs, our goal is to “leave the campsite better than you found it.” We do
January 27, 2023
Blog
Among Charlotte’s Best Places to Work 2022
The Charlotte Business Journal (CBJ) hosts its “Best Places to Work” program each year to highlight companies in the Greater Charlotte region that link bottom-line
January 24, 2023