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

Spotlight: Strategic insights for advisory practice success

Why financial advisors should be building teams

Expanding the team of a financial advisory practice has its challenges, but team building can offer practice benefits and growth opportunities. Read more

6 successful advisors share their approaches to client development

How do successful independent financial advisors drive client development? Six advisors share their firms’ strategies. Read more

How AI is reshaping the landscape of financial planning

AI could transform today’s best practices in financial planning and wealth management. Industry experts share their insights on the AI landscape. Read more

 

INDUSTRY INSIGHTS

In-depth examinations of significant developments in investment research, financial technology, behavioral finance, and active management approaches.

ADVISOR PERSPECTIVES

Experienced financial advisors discuss practice philosophy, client service, investment strategies, and how they have set their practices apart.

MARKET COMMENTARY

Observations and outlooks from well-known technical and research analysts, financial authors, and economists.

 

 

 

PRACTICE MANAGEMENT

Successful financial advisors provide tips on business-building strategies, including prospecting, obtaining referrals, client communications, marketing, technology, and more.

WEEKLY CHART REVIEW

Analysis of a timely market or economic theme illustrated with insightful charts.

 

 

Subscribe for new articles each week

No charge. Dedicated to promoting and educating the advisor community on active investment management through original, leading-edge content.

QUICK TIP

How a firm’s core values drive client relationships

Rodney (Rod) Amicone is the president of Southern Financial Wealth Management, a full-service advisory firm located in Palm Harbor, Florida. Mr. Amicone has over 30 years of experience in the financial-services industry, working with individuals, families, and businesses.

Mr. Amicone says, “We realize those who are looking for financial advice have many available options, and deciding who to work with is a challenging problem.” His firm’s four core values, listed below, provide prospective clients with an understanding of what they can expect when working with Southern Financial Wealth Management:

  1. “People Matter—We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
  2. “Integrity Matters—We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
  3. “Communication Matters—We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
  4. “Service Matters—We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing ‘catch a little excellence along the way.’ (Vince Lombardi)”
LinkedIn
Share