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

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

Comprehensive planning at the core

Alex Zourides, CFP, ChFC, CLU, CASL, EA, AAMS • Melville, NY Alex Zourides, CFP, Inc. • Ameritas Investment Corp. Read full biography below Proactive Advisor Magazine: Alex, you have a great deal of experience in various aspects of financial services....

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...

Advising with a wealth of knowledge

Anthony DeRose, MBA, J.D., CPA • Chicago, IL DeRose Financial Planning Group • Lincoln Financial Advisors Read full biography below Proactive Advisor Magazine: Anthony, how does your background in financial analysis, law, and accounting help you in your...

Reaching out to an underserved segment

Gretchen Ricker • Bakersfield, CA Transamerica Financial Advisors Read full biography below Proactive Advisor Magazine: Gretchen, what motivated you to become an investment advisor? I have been involved with financial services in one form or another for...

Why goals-based investing makes sense

Financial advisors and investment managers use 21st-century tools to help clients achieve “real” investment success. Financial advisors who use fee-based managed accounts can more effectively help clients meet their investment objectives if they...

A game plan for winning

Garry Dippel • Dallas, TX Geneos Wealth Management Read full biography below Proactive Advisor Magazine: Garry, talk about your overall philosophy when it comes to working with clients. Sports have always been a big part of my life. I was a four-sport...

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...

The personal approach

Donovan Davis, CFP® • Alexandria, LA Reed Davis Investment Group • LPL Financial Read full biography below Proactive Advisor Magazine: Donovan, you have had experience with several large financial firms. Why did you form an independent investment firm?...

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...

Helping clients ‘ride the wave’

Stephen Ambrosini, CLU, ChFC • Cardiff-by-the-Sea, CA 20/20 Financial Advisers of Cardiff-by-the-Sea LLC • Ameritas Investment Corp. Read full biography below Proactive Advisor Magazine: Stephen, what advice would you give a young person entering the...

No stone unturned

Mark O’Sullivan • Quincy, MA Integrated Financial Partners • Lincoln Financial Advisors Corp. Read full biography below Proactive Advisor Magazine: Mark, how has your personal background influenced your professional philosophy? I grew up the third...