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

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

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...

Why smart clients do dumb things

Highly intelligent people are often susceptible to making poor investing decisions—behavioral research offers some clues why History books are full of examples of faulty thinking by some of the most intelligent people of their time. News articles remind...

Buy and hold 
is a young person’s game

For older workers and retired investors, the odds are against winning with a buy-and-hold game plan The statistics are familiar. According to the Federal Reserve’s Survey of Consumer Finances, the typical working family headed by someone in the 55-to-64...

Impact: The next stage of
 sustainable investing

Investing in solutions-oriented companies confronting global sustainability challenges. Investing is no longer about style boxes. In the period ahead, it will increasingly be about goals, and about solutions. It will not be just about equities versus...

Finding your inner advisor

How ‘esse quam videri’ informs my interactions with clients Esse quam vider “Esse quam videri,” the motto of my high school, translates as “to be rather than to seem.” This motto, and Robert Fulghum’s book, “All I Really Need to Know I Learned in...

Wealth transfer equals opportunity

Advisors who can differentiate and add value via their investment management approach should reap the benefits of the upcoming “greatest transfer of wealth” Advisors who are not actively courting younger generations may be in for a rude...

Higher education for college planning

Tim Parros • Ann Arbor, MI Parros Financial Group • Parros College Planning • Sigma Financial Corporation Read full biography below Proactive Advisor Magazine: Tim, how did you become involved with the college planning process? In meeting with my...

The millennial obsession

With the greatest wealth transfer of all time on the way, the profound interest in millennials’ financial attitudes is well-justified. You cannot pick up a business publication, tune into a financial news program, or glance at any news website without...