KEEN WEALTH SUPPORTS BOYS & GIRLS CLUBS OF GREATER KANSAS CITY
May 18, 2017
Keen Wealth Advisors’ Bill Keen, CEO and founder, and Matt Wilson, managing director, attended the 21st Annual Kids Night Out Event on April 7 at Overland Park Convention Center, a benefit to support the youth served by the Boys & Girls Clubs of Greater Kansas City. Twelve hundred guests attended the event, which included a cocktail party, silent auction, dinner, live auction, and a performance by the award-winning country group, Little Big Town. Kids Night Out is the largest fundraiser of the year for Boys & Girls Clubs of Greater Kansas City and is rated as one of the top galas in the area.
WEALTH MANAGER BILL KEEN SHARES BUSINESS STRATEGY AND CLIENT SERVICE INSIGHTS WITH BEST PRACTICE ADVISORS
March 10, 2017
Marie Swift, a nationally-recognized consultant who’s worked with some of the top financial advisory firms nationwide, interviewed Bill Keen, founder of Keen Wealth Management on business strategy and client service insights on her program, Best Practices in the Financial Services Industry.
MORE INVESTORS WANT ADVICE, BUT AT WHAT PRICE?
January 12, 2017
In this piece in Financial Advisor IQ, Bill Keen, Keen Wealth Advisors, said one way advisors can ensure they are on the same page with their clients is by laying out fee structures from the start.
Telling clients what a product actually costs, rather than simply pointing to the advisory fee, takes away anything that could potentially be hidden.
Read more >> More Investors Want Advice, But at What Price?
5 WAYS THE SMART INVESTOR OUTWITS THE 24-HOUR MEDIA BLITZ
December 8, 2016
Bill Keen, founder and CEO of Keen Wealth Advisors is quoted in this article on the 24-hour news cycle. “As the old saying goes, ‘The market has done a great job predicting nine out of the last five recessions,” Keen points out, “Don’t be distracted by the fear headline of the day. Instead, systematically look deeper into the economic numbers to discern trends and better understand what’s really happening.
KEEN WEALTH ADVISORS SPONSORS INAUGURAL CYCLOCROSS RACE
November 18, 2016
Keen Wealth Advisors hosted the inaugural Keen Wealth Classic cyclocross race, a cycling event with races for all ages, on November 13th at Wyadotte County Lake Park. A long-time supporter of the Kansas City cycling community, Keen Wealth is also the title sponsor for the Big D Cycling team, a registered 501 (c)(3), as well as a contributor to the Kansas Cycling Association. Click here to view photos from this and other Keen-supported cycling events
"24-Hour NEWS CYCLE IS HORRIFIC FOR INVESTORS"
October 12, 2016
Bill Keen, founder and CEO of Keen Wealth Advisors, an independent advisor in Overland Park, Kansas, is quoted in this piece in US News & World Report. In The 24-Hour News Cycle Is Horrific for Investors, Keen comments that, "'Fear sells' is perhaps one way to describe why financial media plays upon human emotions to draw more readers."
Read more >> 24 Hour News Cycle is Horrific for Investors
HOW TO RETAIN CLIENTS AFTER CHANGING FIRMS
September 16, 2016
Journalist Donald Jay Korn writes this piece for Financial Planning Magazine on retaining clients after changing firms. Bill Keen, Founder and CEO, Keen Wealth Advisors is quoted.
Read more >> Retain Clients After Changing Firms
"Budget Leaks You Should Plug Now."
September 6, 2016
Cameron Huddleston of GoBankingRates.com quotes Bill Keen, Founder and CEO, Keen Wealth Advisors in her piece on “Budget Leaks You Should Plug Now.” Keen gives helpful suggestions to readers on saving money on phone service, avoiding pitfalls of zero interest financing and showing tough love with boomerang kids..
Read more >> Budget Leaks You Should Plug Now
"Keen Wealth Advisors Hosts Educational Client Event, Featuring Political Expert."
August 23, 2016
Keen Wealth Advisors held a summer educational event for clients and special guests at the Olathe Convention Center on July 14th. Washington insider, Greg Valliere, was the keynote speaker. Valliere discussed the presidential election and how political changes could affect the financial landscape.
"What Interns Do and Should Not Do for Advisory Firms"
August 18, 2016
Journalist Liz Skinner of InvestmentNews interviews Bill Keen, Founder and CEO, Keen Wealth Advisors, on his experience
Read more >> What interns do and should not do for advisory firms
"What Financial Advisors Are Telling Investors About the Market's Meltdown"
August 24, 2015
Bill Keen quoted in U.S. News regarding the recent market volatility.
Read more >> Bill Keen's market perspective
William Keen , CRPC ® and Matthew Wilson, CFP ® Among "BEST OF BEST" FINANCIAL ADVISORS ATTENDING BARRON'S Top Independent Advisors Summit
March 23, 2015
Bill Keen and Matt Wilson attended the seventh-annual Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at Fairmont Princess Hotel, March 23-25 in Scottsdale, AZ.Read more >> 2015 Bill Keen and Matt Wilson Among "BEST OF BEST" FINANCIAL ADVISORS
Bill Keen, CEO of Keen Wealth Advisors, quoted in YOUR PRACTICE - "Life coaching" sets advisors apart from robo-competitors
March 20, 2015
Bill Keen quoted in a Reuters article discussing the importance of working with a personalized wealth advisory firm. Keen highlights a recent example of Keen Wealth going above and beyond in helping a client navigate a difficult life situation.
Keen Wealth Advisors Supports Annual Optimists Club Event
August 29, 2014
Local businessman, Bill Keen, CEO of Keen Wealth Advisors, has been associated with Optimist International’s Kansas District Childhood Cancer Benefit Golf Tournament for the past four years and has been a Presenting Sponsor for the past two years. “His commitment to the success of the tournament translates to his compassion to see that these children have the opportunity to ‘just be kids again.’ Bill’s generosity and support is truly appreciated, and it goes without question that he is helping make a difference for Kansas children and families who are dealing with this disease,” said Nelson.
Read more >> Keen Wealth Advisors Supports Annual Optimists Club Event
Keen Wealth Advisors Supports Children’s Center for the Visually Impaired as Premier Partner at Annual Sabates Eye Centers Trolley Run
April 29, 2013
The Keen group was a Premier Partner at the 2013 Trolley Run. “We are proud to continue our work of giving back to our local community and providing assistance and support to the next generation in Kansas City,” said Keen. “We look forward to continuing our relationship with CCVI and helping them to do remarkable things for our community.”
Read more >> Keen Group Supports Visually Impaired
Total Benefits: False Sense of Security
Though defined contribution plans may be no better vehicles than defined benefit plans to prepare employees for retirement, defined contribution plans can make employees more active in their financial futures, said Bill Keen, an independent financial advisor in Kansas City. PlanSponsor magazine is an industry trade publication for financial services professionals.
Read more >> www.plansponsor.com
8 Ways to Improve Your Practice Today
Keen provides Tips 1, 5, 7 in this Practice Management slideshow, created by Financial Planning magazine for independent financial advisors, including: Start your workday tackling a problem or difficult situation. “Productivity occurs with momentum,” Keen says. “Tackle your most difficult projects first thing in the morning and the momentum will take you to the next task.”
Read more >> www.financial-planning.com
Advisors Giving Back
December 26, 2012
Bill Keen is featured in this article about financial advisors sharing their time and talents with local, national and global communities. Organizations supported by Keen include: the Campfire Heartland program with an emphasis on financial literacy, Children's Center for the Visually Impaired, the Big D Cycling team which focuses on kids and bicycle safety, the Children’s Cancer benefit, St. Pius X High School and Martin Luther Academy located in Kansas City. ThinkAdvisor is an industry publication for financial advisors.
Read more >> www.thinkadvisor.com
How Will the Re-Election Impact Advisors?
November 7, 2012
With four more years of the Obama administration ahead, members of the financial advisory industry, including Bill Keen, share their perspectives on what the win means for the industry and the clients they serve. “There are two things to think about,” said Keen. “What actions should clients take, and then, how does it make them feel? When it comes to how it makes them feel, our clients are relieved that all of the negativity and distraction of the election is behind them,” Keen said.
Read more >> www.financial-planning.com