Active investment management’s weekly magazine for fee-based advisors

The following posts are related to client segmentation. Scroll down to see more articles.

A message of financial risk management

David Ryan, CFP • Indian Harbour Beach, FL JD Bowen Financial Group • LPL Financial Read full biography below It is fitting that David Ryan’s successful career as a financial professional at JD Bowen Financial Group has taken shape on the Space Coast of...

Planning for all of life’s stages

Kevin M. McGrady, CLU, CRPC, ChFC • Cranston, RI Integrated Financial Partners • Lincoln Financial Advisors Corp. Read full biography below Proactive Advisor Magazine: Kevin, what factors have shaped your personal growth as an advisor? I received my...

A passion for building wealth

Dennis Yamasaki • Lynnwood, WA Affirmative Financial Services Read full biography below Proactive Advisor Magazine: Dennis, what drives your passion in helping clients plan for their future? I share an investing story with all of my clients that...

Life happens. Plan for it.

Karen L. DeRose, CFP, CRPC • Chicago, IL DeRose Financial Planning Group • Lincoln Financial Advisors Corp. Read full biography below Proactive Advisor Magazine: Karen, please share a quick view of your overall practice philosophy. First and foremost, I...

Stewardship and values investing

Mark Tevebaugh • Indian Harbor Beach, FL • Sonoma, CA Tevebaugh & Associates • NEXT Financial Group Read full biography below Proactive Advisor Magazine: Mark, how did you enter the financial services business? It has been a blessing how things have...